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 | $36,830 | $72,492-49.2% | $87,100-57.7% | $72,985-49.5% |
| Participation rate | 37.3% | 72.8%-35.6pp | 76.9%-39.6pp | 69.5%-32.2pp |
| Annual return | 23.69% | 24.46%-0.8pp | 28.19%-4.5pp | 81.00%-57.3pp |
| Employer contribution / active EE | $738 | $1,894-61.0% | $2,521-70.7% | $2,440-69.7% |
| Participant deferral / active EE | $1,856 | $3,270-43.2% | $4,049-54.2% | $3,607-48.5% |
| Admin fee / account holder | $3,139 | $5,055-37.9% | $7,497-58.1% | $5,124-38.7% |