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 | $37,108 | $153,311-75.8% | $109,313-66.1% | $273,961-86.5% |
| Participation rate | 44.4% | 80.1%-35.6pp | 71.3%-26.8pp | 83.0%-38.6pp |
| Annual return | 3.50% | 29.86%-26.4pp | 22.07%-18.6pp | 41.45%-38.0pp |
| Employer contribution / active EE | $681 | $5,619-87.9% | $3,892-82.5% | $4,869-86.0% |
| Participant deferral / active EE | $1,404 | $3,932-64.3% | $3,166-55.7% | $5,287-73.5% |
| Admin fee / account holder | $8,873 | $8,076+9.9% | $5,666+56.6% | $10,132-12.4% |