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 | $26,248 | $80,717-67.5% | $154,803-83.0% | $84,808-69.0% |
| Participation rate | 52.7% | 66.8%-14.1pp | 78.1%-25.3pp | 68.3%-15.6pp |
| Annual return | 19.25% | 37.96%-18.7pp | 58.88%-39.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,031 | $2,761-62.7% | $4,305-76.1% | $2,631-60.8% |
| Participant deferral / active EE | $2,062 | $3,303-37.6% | $5,540-62.8% | $4,212-51.0% |
| Admin fee / account holder | $731 | $6,746-89.2% | $14,329-94.9% | $7,344-90.0% |