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 | $23,308 | $37,426-37.7% | $77,482-69.9% | $79,858-70.8% |
| Participation rate | 56.0% | 41.5%+14.5pp | 54.2%+1.8pp | 69.6%-13.6pp |
| Annual return | 13.85% | 39.70%-25.8pp | 54.79%-40.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $554 | $637-12.9% | $986-43.8% | $2,471-77.6% |
| Participant deferral / active EE | $2,441 | $1,260+93.8% | $1,861+31.2% | $3,740-34.7% |
| Admin fee / account holder | $5,003 | $2,504+99.8% | $2,858+75.1% | $5,306-5.7% |