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 | $28,037 | $70,475-60.2% | $100,516-72.1% | $79,858-64.9% |
| Participation rate | 47.2% | 73.7%-26.4pp | 79.4%-32.2pp | 69.6%-22.4pp |
| Annual return | 52.54% | 21.90%+30.6pp | 30.89%+21.7pp | 31.71%+20.8pp |
| Employer contribution / active EE | $1,420 | $2,165-34.4% | $3,418-58.4% | $2,471-42.5% |
| Participant deferral / active EE | $3,701 | $5,181-28.6% | $6,270-41.0% | $3,740-1.0% |
| Admin fee / account holder | $1,707 | $4,478-61.9% | $8,081-78.9% | $5,306-67.8% |