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 | $30,441 | $49,915-39.0% | $154,803-80.3% | $74,304-59.0% |
| Participation rate | 50.8% | 54.0%-3.1pp | 78.1%-27.3pp | 60.3%-9.5pp |
| Annual return | 14.89% | 34.06%-19.2pp | 58.88%-44.0pp | 29.43%-14.5pp |
| Employer contribution / active EE | $536 | $1,611-66.7% | $4,305-87.5% | $2,241-76.1% |
| Participant deferral / active EE | $2,721 | $2,255+20.7% | $5,540-50.9% | $3,767-27.8% |
| Admin fee / account holder | $8,616 | $2,189+293.6% | $14,329-39.9% | $2,969+190.2% |