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 | $16,703 | $54,762-69.5% | $90,281-81.5% | $72,985-77.1% |
| Participation rate | 47.5% | 65.1%-17.7pp | 73.3%-25.8pp | 69.5%-22.0pp |
| Annual return | 58.22% | 30.63%+27.6pp | 78.10%-19.9pp | 81.00%-22.8pp |
| Employer contribution / active EE | $1,185 | $2,092-43.4% | $2,854-58.5% | $2,440-51.4% |
| Participant deferral / active EE | $1,745 | $2,887-39.6% | $3,885-55.1% | $3,607-51.6% |
| Admin fee / account holder | $2,683 | $3,972-32.5% | $5,351-49.9% | $5,124-47.6% |