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 | $35,359 | $58,828-39.9% | $77,999-54.7% | $62,891-43.8% |
| Participation rate | 62.5% | 71.1%-8.6pp | 75.5%-13.0pp | 69.3%-6.8pp |
| Annual return | 6.58% | 17.16%-10.6pp | 425.96%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $966 | $1,672-42.2% | $2,470-60.9% | $2,281-57.6% |
| Participant deferral / active EE | $2,365 | $2,686-11.9% | $3,497-32.4% | $3,203-26.2% |
| Admin fee / account holder | $2,221 | $4,393-49.4% | $5,480-59.5% | $4,296-48.3% |