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 | $33,150 | $49,915-33.6% | $154,803-78.6% | $74,304-55.4% |
| Participation rate | 19.5% | 54.0%-34.5pp | 78.1%-58.6pp | 60.3%-40.9pp |
| Annual return | 14.18% | 34.06%-19.9pp | 58.88%-44.7pp | 29.43%-15.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,390 | $2,255-38.3% | $5,540-74.9% | $3,767-63.1% |
| Admin fee / account holder | $4,739 | $2,189+116.5% | $14,329-66.9% | $2,969+59.6% |