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 | $33,751 | $78,422-57.0% | $95,952-64.8% | $79,858-57.7% |
| Participation rate | 68.1% | 73.5%-5.4pp | 77.1%-9.0pp | 69.6%-1.5pp |
| Annual return | 15.40% | 19.37%-4.0pp | 91.61%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $472 | $1,945-75.7% | $2,541-81.4% | $2,471-80.9% |
| Participant deferral / active EE | $1,764 | $3,440-48.7% | $4,167-57.7% | $3,740-52.8% |
| Admin fee / account holder | $1,049 | $5,622-81.3% | $6,795-84.6% | $5,306-80.2% |