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 | $32,490 | $37,426-13.2% | $77,482-58.1% | $79,858-59.3% |
| Participation rate | 33.3% | 41.5%-8.2pp | 54.2%-20.9pp | 69.6%-36.3pp |
| Annual return | 10.37% | 39.70%-29.3pp | 54.79%-44.4pp | 31.71%-21.3pp |
| Employer contribution / active EE | $157 | $637-75.4% | $986-84.1% | $2,471-93.7% |
| Participant deferral / active EE | $826 | $1,260-34.4% | $1,861-55.6% | $3,740-77.9% |
| Admin fee / account holder | $3,164 | $2,504+26.4% | $2,858+10.7% | $5,306-40.4% |