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 | $33,254 | $92,222-63.9% | $76,768-56.7% | $135,375-75.4% |
| Participation rate | 18.8% | 79.8%-61.0pp | 77.0%-58.2pp | 82.6%-63.9pp |
| Annual return | 11.26% | 5.46%+5.8pp | 2.43%+8.8pp | 519.73%-508.5pp |
| Employer contribution / active EE | $837 | $3,216-74.0% | $2,485-66.3% | $4,779-82.5% |
| Participant deferral / active EE | $2,615 | $4,509-42.0% | $3,852-32.1% | $5,609-53.4% |
| Admin fee / account holder | $1,938 | $10,748-82.0% | $6,675-71.0% | $10,827-82.1% |