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 | $20,161 | $30,400-33.7% | $53,898-62.6% | $84,808-76.2% |
| Participation rate | 51.6% | 46.4%+5.1pp | 55.0%-3.4pp | 68.3%-16.7pp |
| Annual return | 17.31% | 500.19%-482.9pp | 528.60%-511.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $583 | $603-3.2% | $932-37.4% | $2,631-77.8% |
| Participant deferral / active EE | $940 | $1,199-21.6% | $1,826-48.5% | $4,212-77.7% |
| Admin fee / account holder | $2,677 | $1,993+34.3% | $2,491+7.5% | $7,344-63.5% |