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 | $31,855 | $49,915-36.2% | $154,803-79.4% | $74,304-57.1% |
| Participation rate | 24.1% | 54.0%-29.9pp | 78.1%-54.0pp | 60.3%-36.3pp |
| Annual return | 18.10% | 34.06%-16.0pp | 58.88%-40.8pp | 29.43%-11.3pp |
| Employer contribution / active EE | $644 | $1,611-60.0% | $4,305-85.0% | $2,241-71.3% |
| Participant deferral / active EE | $1,128 | $2,255-50.0% | $5,540-79.6% | $3,767-70.1% |
| Admin fee / account holder | $2,333 | $2,189+6.6% | $14,329-83.7% | $2,969-21.4% |