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 | $34,010 | $124,281-72.6% | $109,143-68.8% | $167,490-79.7% |
| Participation rate | 35.0% | 79.4%-44.4pp | 75.9%-40.9pp | 82.1%-47.1pp |
| Annual return | 26.64% | 26.04%+0.6pp | 25.75%+0.9pp | 478.56%-451.9pp |
| Employer contribution / active EE | $1,185 | $4,207-71.8% | $3,722-68.2% | $4,837-75.5% |
| Participant deferral / active EE | $2,308 | $5,255-56.1% | $4,653-50.4% | $6,341-63.6% |
| Admin fee / account holder | $4,073 | $7,970-48.9% | $6,752-39.7% | $12,309-66.9% |