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 | $34,568 | $49,915-30.7% | $154,803-77.7% | $74,304-53.5% |
| Participation rate | 34.3% | 54.0%-19.7pp | 78.1%-43.8pp | 60.3%-26.1pp |
| Annual return | 13.59% | 34.06%-20.5pp | 58.88%-45.3pp | 29.43%-15.8pp |
| Employer contribution / active EE | $389 | $1,611-75.9% | $4,305-91.0% | $2,241-82.7% |
| Participant deferral / active EE | $898 | $2,255-60.2% | $5,540-83.8% | $3,767-76.2% |
| Admin fee / account holder | $2,160 | $2,189-1.3% | $14,329-84.9% | $2,969-27.2% |