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 | $30,467 | $58,512-47.9% | $84,015-63.7% | $72,985-58.3% |
| Participation rate | 61.8% | 61.2%+0.5pp | 69.0%-7.2pp | 69.5%-7.7pp |
| Annual return | 23.64% | 28.93%-5.3pp | 71.31%-47.7pp | 81.00%-57.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,337 | $2,394-2.4% | $3,239-27.9% | $3,607-35.2% |
| Admin fee / account holder | $498 | $4,569-89.1% | $6,101-91.8% | $5,124-90.3% |