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 | $33,317 | $49,915-33.3% | $154,803-78.5% | $74,304-55.2% |
| Participation rate | 15.5% | 54.0%-38.4pp | 78.1%-62.5pp | 60.3%-44.8pp |
| Annual return | 15.51% | 34.06%-18.5pp | 58.88%-43.4pp | 29.43%-13.9pp |
| Employer contribution / active EE | $402 | $1,611-75.1% | $4,305-90.7% | $2,241-82.1% |
| Participant deferral / active EE | $666 | $2,255-70.5% | $5,540-88.0% | $3,767-82.3% |
| Admin fee / account holder | $4,004 | $2,189+82.9% | $14,329-72.1% | $2,969+34.9% |