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 | $29,934 | $67,606-55.7% | $82,313-63.6% | $70,131-57.3% |
| Participation rate | 55.7% | 72.8%-17.1pp | 76.9%-21.2pp | 69.5%-13.8pp |
| Annual return | 17.44% | 21.57%-4.1pp | 25.88%-8.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $666 | $1,755-62.0% | $2,428-72.6% | $2,342-71.6% |
| Participant deferral / active EE | $1,515 | $2,987-49.3% | $3,706-59.1% | $3,332-54.5% |
| Admin fee / account holder | $772 | $4,512-82.9% | $5,608-86.2% | $4,645-83.4% |