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 | $42,821 | $42,886-0.2% | $88,946-51.9% | $85,563-50.0% |
| Participation rate | 12.0% | 37.9%-25.9pp | 68.8%-56.8pp | 66.0%-53.9pp |
| Annual return | 14.60% | 44.56%-30.0pp | 57.82%-43.2pp | 31.51%-16.9pp |
| Employer contribution / active EE | $378 | $1,147-67.1% | $2,555-85.2% | $2,654-85.8% |
| Participant deferral / active EE | $649 | $2,108-69.2% | $4,581-85.8% | $4,375-85.2% |
| Admin fee / account holder | $6,345 | $2,263+180.4% | $8,261-23.2% | $834+660.6% |