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 5-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 | $24,826 | $48,750-49.1% | $88,946-72.1% | $74,304-66.6% |
| Participation rate | 47.3% | 44.5%+2.9pp | 68.8%-21.5pp | 60.3%-13.0pp |
| Annual return | 18.29% | 25.91%-7.6pp | 57.82%-39.5pp | 29.43%-11.1pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,981 | $2,423-18.2% | $4,581-56.8% | $3,767-47.4% |
| Admin fee / account holder | $3,461 | $3,756-7.8% | $8,261-58.1% | $2,969+16.6% |