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 | $20,192 | $84,233-76.0% | $170,442-88.2% | $70,131-71.2% |
| Participation rate | 18.5% | 70.8%-52.3pp | 83.6%-65.1pp | 69.5%-51.0pp |
| Annual return | 15.69% | 23.06%-7.4pp | 205.93%-190.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $424 | $3,387-87.5% | $5,433-92.2% | $2,342-81.9% |
| Participant deferral / active EE | $864 | $3,086-72.0% | $4,939-82.5% | $3,332-74.1% |
| Admin fee / account holder | $1,446 | $5,698-74.6% | $13,880-89.6% | $4,645-68.9% |