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 | $29,318 | $80,717-63.7% | $154,803-81.1% | $84,808-65.4% |
| Participation rate | 45.2% | 66.8%-21.6pp | 78.1%-32.9pp | 68.3%-23.1pp |
| Annual return | 20.67% | 37.96%-17.3pp | 58.88%-38.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $940 | $2,761-66.0% | $4,305-78.2% | $2,631-64.3% |
| Participant deferral / active EE | $3,436 | $3,303+4.0% | $5,540-38.0% | $4,212-18.4% |
| Admin fee / account holder | $14,445 | $6,746+114.1% | $14,329+0.8% | $7,344+96.7% |