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 | $26,126 | $64,348-59.4% | $90,160-71.0% | $70,131-62.7% |
| Participation rate | 43.7% | 70.4%-26.8pp | 76.9%-33.2pp | 69.5%-25.9pp |
| Annual return | 21.08% | 28.13%-7.1pp | 34.88%-13.8pp | 73.14%-52.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,142 | $4,389+40.0% | $5,288+16.2% | $3,332+84.4% |
| Admin fee / account holder | $6,421 | $3,944+62.8% | $5,943+8.0% | $4,645+38.2% |