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 | $60,138 | $80,717-25.5% | $154,803-61.2% | $84,808-29.1% |
| Participation rate | 35.6% | 66.8%-31.3pp | 78.1%-42.5pp | 68.3%-32.8pp |
| Annual return | 17.89% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,477 | $2,761-46.5% | $4,305-65.7% | $2,631-43.8% |
| Participant deferral / active EE | $2,698 | $3,303-18.3% | $5,540-51.3% | $4,212-35.9% |
| Admin fee / account holder | $913 | $6,746-86.5% | $14,329-93.6% | $7,344-87.6% |