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 | $30,199 | $48,750-38.1% | $88,946-66.0% | $74,304-59.4% |
| Participation rate | 11.8% | 44.5%-32.7pp | 68.8%-57.0pp | 60.3%-48.5pp |
| Annual return | 14.93% | 25.91%-11.0pp | 57.82%-42.9pp | 29.43%-14.5pp |
| Employer contribution / active EE | $235 | $1,255-81.2% | $2,555-90.8% | $2,241-89.5% |
| Participant deferral / active EE | $580 | $2,423-76.1% | $4,581-87.3% | $3,767-84.6% |
| Admin fee / account holder | $1,422 | $3,756-62.1% | $8,261-82.8% | $2,969-52.1% |