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 | $33,074 | $46,869-29.4% | $122,332-73.0% | $70,131-52.8% |
| Participation rate | 40.0% | 58.2%-18.2pp | 71.6%-31.6pp | 69.5%-29.5pp |
| Annual return | 14.98% | 24.22%-9.2pp | 30.27%-15.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $419 | $1,288-67.4% | $4,050-89.6% | $2,342-82.1% |
| Participant deferral / active EE | $1,136 | $2,166-47.6% | $3,287-65.4% | $3,332-65.9% |
| Admin fee / account holder | $2,481 | $3,322-25.3% | $5,478-54.7% | $4,645-46.6% |