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 | $35,561 | $80,717-55.9% | $154,803-77.0% | $84,808-58.1% |
| Participation rate | 67.2% | 66.8%+0.4pp | 78.1%-10.9pp | 68.3%-1.1pp |
| Annual return | 13.15% | 37.96%-24.8pp | 58.88%-45.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $944 | $2,761-65.8% | $4,305-78.1% | $2,631-64.1% |
| Participant deferral / active EE | $950 | $3,303-71.2% | $5,540-82.9% | $4,212-77.4% |
| Admin fee / account holder | $4,453 | $6,746-34.0% | $14,329-68.9% | $7,344-39.4% |