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 | $34,751 | $60,349-42.4% | $74,183-53.2% | $62,891-44.7% |
| Participation rate | 68.1% | 72.7%-4.7pp | 76.6%-8.6pp | 69.3%-1.3pp |
| Annual return | 10.28% | 21.37%-11.1pp | 17.74%-7.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $853 | $1,680-49.3% | $2,370-64.0% | $2,281-62.6% |
| Participant deferral / active EE | $2,660 | $2,856-6.9% | $3,550-25.1% | $3,203-17.0% |
| Admin fee / account holder | $715 | $4,261-83.2% | $5,586-87.2% | $4,296-83.3% |