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 | $29,698 | $63,355-53.1% | $91,989-67.7% | $72,985-59.3% |
| Participation rate | 66.7% | 72.5%-5.9pp | 78.6%-12.0pp | 69.5%-2.8pp |
| Annual return | 24.28% | 35.35%-11.1pp | 69.02%-44.7pp | 81.00%-56.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,608 | $4,883-46.6% | $5,923-56.0% | $3,607-27.7% |
| Admin fee / account holder | $901 | $4,668-80.7% | $7,743-88.4% | $5,124-82.4% |