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 | $34,915 | $49,915-30.1% | $154,803-77.4% | $74,304-53.0% |
| Participation rate | 32.4% | 54.0%-21.5pp | 78.1%-45.6pp | 60.3%-27.9pp |
| Annual return | 14.98% | 34.06%-19.1pp | 58.88%-43.9pp | 29.43%-14.5pp |
| Employer contribution / active EE | $473 | $1,611-70.6% | $4,305-89.0% | $2,241-78.9% |
| Participant deferral / active EE | $662 | $2,255-70.6% | $5,540-88.0% | $3,767-82.4% |
| Admin fee / account holder | $2,965 | $2,189+35.5% | $14,329-79.3% | $2,969-0.1% |