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 | $24,329 | $49,915-51.3% | $154,803-84.3% | $74,304-67.3% |
| Participation rate | 24.3% | 54.0%-29.6pp | 78.1%-53.7pp | 60.3%-36.0pp |
| Annual return | 22.65% | 34.06%-11.4pp | 58.88%-36.2pp | 29.43%-6.8pp |
| Employer contribution / active EE | $272 | $1,611-83.1% | $4,305-93.7% | $2,241-87.9% |
| Participant deferral / active EE | $862 | $2,255-61.7% | $5,540-84.4% | $3,767-77.1% |
| Admin fee / account holder | $1,926 | $2,189-12.0% | $14,329-86.6% | $2,969-35.1% |