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 | $30,559 | $72,277-57.7% | $101,248-69.8% | $79,858-61.7% |
| Participation rate | 44.0% | 68.5%-24.5pp | 75.8%-31.8pp | 69.6%-25.6pp |
| Annual return | 15.27% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $788 | $2,692-70.7% | $3,660-78.5% | $2,471-68.1% |
| Participant deferral / active EE | $2,629 | $3,282-19.9% | $4,370-39.8% | $3,740-29.7% |
| Admin fee / account holder | $1,125 | $4,400-74.4% | $5,945-81.1% | $5,306-78.8% |