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 | $26,482 | $135,952-80.5% | $123,892-78.6% | $273,961-90.3% |
| Participation rate | 36.8% | 84.1%-47.2pp | 81.4%-44.6pp | 83.0%-46.2pp |
| Annual return | 6.00% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,621 | $6,343-42.9% | $5,984-39.5% | $5,287-31.5% |
| Admin fee / account holder | $922 | $9,817-90.6% | $8,357-89.0% | $10,132-90.9% |