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 | $34,208 | $109,413-68.7% | $156,263-78.1% | $84,808-59.7% |
| Participation rate | 64.3% | 72.7%-8.4pp | 78.9%-14.6pp | 68.3%-4.0pp |
| Annual return | 13.85% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,580 | $2,907-45.6% | $4,333-63.5% | $2,631-39.9% |
| Participant deferral / active EE | $2,556 | $4,590-44.3% | $6,158-58.5% | $4,212-39.3% |
| Admin fee / account holder | $13,360 | $9,357+42.8% | $14,255-6.3% | $7,344+81.9% |