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 | $26,468 | $96,956-72.7% | $70,014-62.2% | $273,961-90.3% |
| Participation rate | 18.2% | 77.1%-58.9pp | 71.8%-53.6pp | 83.0%-64.8pp |
| Annual return | 11.88% | 12.93%-1.0pp | 12.99%-1.1pp | 41.45%-29.6pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,550 | $3,744-31.9% | $2,931-13.0% | $5,287-51.8% |
| Admin fee / account holder | $2,373 | $7,934-70.1% | $4,380-45.8% | $10,132-76.6% |