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 | $32,531 | $81,248-60.0% | $155,509-79.1% | $80,856-59.8% |
| Participation rate | 32.3% | 66.2%-34.0pp | 78.2%-45.9pp | 67.6%-35.4pp |
| Annual return | 12.99% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $695 | $3,100-77.6% | $4,672-85.1% | $2,755-74.8% |
| Participant deferral / active EE | $1,415 | $3,452-59.0% | $5,626-74.8% | $4,296-67.1% |
| Admin fee / account holder | $4,507 | $7,997-43.6% | $15,912-71.7% | $6,918-34.8% |