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 | $26,916 | $66,402-59.5% | $109,895-75.5% | $85,850-68.6% |
| Participation rate | 46.7% | 63.9%-17.2pp | 74.2%-27.6pp | 69.3%-22.6pp |
| Annual return | 20.11% | 19.59%+0.5pp | 29.45%-9.3pp | 318.53%-298.4pp |
| Employer contribution / active EE | $1,020 | $1,687-39.5% | $2,842-64.1% | $2,565-60.2% |
| Participant deferral / active EE | $1,573 | $2,842-44.7% | $4,048-61.1% | $3,952-60.2% |
| Admin fee / account holder | $1,097 | $4,557-75.9% | $6,066-81.9% | $6,260-82.5% |