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 | $36,461 | $57,016-36.1% | $84,966-57.1% | $80,856-54.9% |
| Participation rate | 28.8% | 56.3%-27.5pp | 67.5%-38.7pp | 67.6%-38.8pp |
| Annual return | 14.05% | 21.66%-7.6pp | 66.38%-52.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $973 | $1,798-45.9% | $2,727-64.3% | $2,755-64.7% |
| Participant deferral / active EE | $1,536 | $3,110-50.6% | $4,519-66.0% | $4,296-64.2% |
| Admin fee / account holder | $4,641 | $4,980-6.8% | $6,149-24.5% | $6,918-32.9% |