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 | $34,894 | $135,952-74.3% | $123,892-71.8% | $273,961-87.3% |
| Participation rate | 65.2% | 84.1%-18.8pp | 81.4%-16.2pp | 83.0%-17.8pp |
| Annual return | 7.62% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $934 | $5,170-81.9% | $4,617-79.8% | $4,869-80.8% |
| Participant deferral / active EE | $2,050 | $6,343-67.7% | $5,984-65.7% | $5,287-61.2% |
| Admin fee / account holder | $1,539 | $9,817-84.3% | $8,357-81.6% | $10,132-84.8% |