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 | $36,289 | $59,101-38.6% | $77,163-53.0% | $75,163-51.7% |
| Participation rate | 52.3% | 63.9%-11.6pp | 69.6%-17.3pp | 67.2%-14.9pp |
| Annual return | 16.63% | 26.71%-10.1pp | 37.87%-21.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $453 | $1,995-77.3% | $2,535-82.1% | $2,670-83.0% |
| Participant deferral / active EE | $1,172 | $2,999-60.9% | $3,833-69.4% | $4,125-71.6% |
| Admin fee / account holder | $810 | $4,774-83.0% | $5,472-85.2% | $5,651-85.7% |