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 | $33,392 | $68,547-51.3% | $120,354-72.3% | $80,856-58.7% |
| Participation rate | 42.3% | 61.6%-19.3pp | 71.9%-29.6pp | 67.6%-25.3pp |
| Annual return | 13.80% | 23.60%-9.8pp | 107.15%-93.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $792 | $2,051-61.4% | $3,463-77.1% | $2,755-71.2% |
| Participant deferral / active EE | $1,249 | $3,173-60.6% | $4,991-75.0% | $4,296-70.9% |
| Admin fee / account holder | $1,330 | $5,732-76.8% | $9,423-85.9% | $6,918-80.8% |