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 | $25,810 | $49,915-48.3% | $154,803-83.3% | $74,304-65.3% |
| Participation rate | 26.9% | 54.0%-27.1pp | 78.1%-51.2pp | 60.3%-33.5pp |
| Annual return | 16.90% | 34.06%-17.2pp | 58.88%-42.0pp | 29.43%-12.5pp |
| Employer contribution / active EE | $489 | $1,611-69.7% | $4,305-88.6% | $2,241-78.2% |
| Participant deferral / active EE | $866 | $2,255-61.6% | $5,540-84.4% | $3,767-77.0% |
| Admin fee / account holder | $1,894 | $2,189-13.5% | $14,329-86.8% | $2,969-36.2% |