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 | $35,006 | $71,516-51.1% | $98,439-64.4% | $71,457-51.0% |
| Participation rate | 32.7% | 72.7%-40.0pp | 75.2%-42.4pp | 67.9%-35.2pp |
| Annual return | 15.03% | 32.41%-17.4pp | 21.16%-6.1pp | 28.85%-13.8pp |
| Employer contribution / active EE | $934 | $2,399-61.1% | $3,048-69.3% | $2,588-63.9% |
| Participant deferral / active EE | $1,943 | $4,109-52.7% | $4,738-59.0% | $4,289-54.7% |
| Admin fee / account holder | $2,432 | $1,675+45.2% | $8,948-72.8% | $1,587+53.2% |