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 | $34,862 | $54,762-36.3% | $90,281-61.4% | $72,985-52.2% |
| Participation rate | 49.2% | 65.1%-15.9pp | 73.3%-24.1pp | 69.5%-20.3pp |
| Annual return | 22.00% | 30.63%-8.6pp | 78.10%-56.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $584 | $2,092-72.1% | $2,854-79.5% | $2,440-76.1% |
| Participant deferral / active EE | $2,296 | $2,887-20.5% | $3,885-40.9% | $3,607-36.3% |
| Admin fee / account holder | $377 | $3,972-90.5% | $5,351-92.9% | $5,124-92.6% |