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 | $32,012 | $47,848-33.1% | $81,478-60.7% | $70,131-54.4% |
| Participation rate | 24.5% | 58.3%-33.7pp | 68.0%-43.4pp | 69.5%-45.0pp |
| Annual return | 17.41% | 27.25%-9.8pp | 38.78%-21.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $504 | $1,527-67.0% | $2,568-80.4% | $2,342-78.5% |
| Participant deferral / active EE | $1,504 | $2,453-38.7% | $3,537-57.5% | $3,332-54.9% |
| Admin fee / account holder | $318 | $3,145-89.9% | $4,561-93.0% | $4,645-93.2% |