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 | $37,243 | $49,915-25.4% | $154,803-75.9% | $74,304-49.9% |
| Participation rate | 19.8% | 54.0%-34.1pp | 78.1%-58.3pp | 60.3%-40.5pp |
| Annual return | 18.48% | 34.06%-15.6pp | 58.88%-40.4pp | 29.43%-11.0pp |
| Employer contribution / active EE | $424 | $1,611-73.7% | $4,305-90.1% | $2,241-81.1% |
| Participant deferral / active EE | $664 | $2,255-70.5% | $5,540-88.0% | $3,767-82.4% |
| Admin fee / account holder | $2,986 | $2,189+36.4% | $14,329-79.2% | $2,969+0.6% |