See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,162 | $63,764-54.3% | $81,930-64.4% | $79,858-63.5% |
| Participation rate | 33.3% | 67.5%-34.2pp | 72.0%-38.7pp | 69.6%-36.3pp |
| Annual return | 24.03% | 22.66%+1.4pp | 29.49%-5.5pp | 31.71%-7.7pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,086 | $2,780-25.0% | $7,107-70.6% | $3,740-44.2% |
| Admin fee / account holder | $3,452 | $4,426-22.0% | $5,158-33.1% | $5,306-34.9% |