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 | $33,341 | $56,277-40.8% | $80,975-58.8% | $62,891-47.0% |
| Participation rate | 34.3% | 69.0%-34.6pp | 75.8%-41.5pp | 69.3%-35.0pp |
| Annual return | 11.39% | 22.12%-10.7pp | 17.10%-5.7pp | 20.14%-8.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,606 | $4,195-37.9% | $5,696-54.3% | $3,203-18.6% |
| Admin fee / account holder | $3,787 | $3,741+1.3% | $5,516-31.3% | $4,296-11.8% |