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 | $26,439 | $63,346-58.3% | $92,233-71.3% | $70,131-62.3% |
| Participation rate | 35.0% | 68.7%-33.7pp | 76.5%-41.5pp | 69.5%-34.5pp |
| Annual return | 24.40% | 530.12%-505.7pp | 176.28%-151.9pp | 73.14%-48.7pp |
| Employer contribution / active EE | $1,062 | $2,471-57.0% | $3,679-71.1% | $2,342-54.7% |
| Participant deferral / active EE | $2,345 | $2,854-17.8% | $3,897-39.8% | $3,332-29.6% |
| Admin fee / account holder | $304 | $3,840-92.1% | $5,194-94.1% | $4,645-93.4% |