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 | $33,362 | $54,762-39.1% | $90,281-63.0% | $72,985-54.3% |
| Participation rate | 54.1% | 65.1%-11.0pp | 73.3%-19.2pp | 69.5%-15.4pp |
| Annual return | 24.75% | 30.63%-5.9pp | 78.10%-53.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,368 | $2,092-34.6% | $2,854-52.1% | $2,440-43.9% |
| Participant deferral / active EE | $1,760 | $2,887-39.1% | $3,885-54.7% | $3,607-51.2% |
| Admin fee / account holder | $2,231 | $3,972-43.8% | $5,351-58.3% | $5,124-56.5% |