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 | $31,262 | $74,927-58.3% | $101,794-69.3% | $84,808-63.1% |
| Participation rate | 51.7% | 61.4%-9.7pp | 69.2%-17.5pp | 68.3%-16.6pp |
| Annual return | 12.55% | 18.70%-6.2pp | 30.53%-18.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $949 | $1,522-37.6% | $2,289-58.5% | $2,631-63.9% |
| Participant deferral / active EE | $1,294 | $3,099-58.2% | $4,084-68.3% | $4,212-69.3% |
| Admin fee / account holder | $2,196 | $6,514-66.3% | $8,777-75.0% | $7,344-70.1% |