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 | $34,258 | $54,762-37.4% | $90,281-62.1% | $72,985-53.1% |
| Participation rate | 65.4% | 65.1%+0.2pp | 73.3%-7.9pp | 69.5%-4.1pp |
| Annual return | 16.62% | 30.63%-14.0pp | 78.10%-61.5pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,031 | $2,092-50.7% | $2,854-63.9% | $2,440-57.7% |
| Participant deferral / active EE | $1,161 | $2,887-59.8% | $3,885-70.1% | $3,607-67.8% |
| Admin fee / account holder | $1,429 | $3,972-64.0% | $5,351-73.3% | $5,124-72.1% |