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 | $32,681 | $50,958-35.9% | $74,550-56.2% | $64,186-49.1% |
| Participation rate | 42.9% | 61.1%-18.2pp | 69.1%-26.3pp | 69.6%-26.7pp |
| Annual return | 8.54% | -1.86%+10.4pp | 32.53%-24.0pp | 7.63%+0.9pp |
| Employer contribution / active EE | $240 | $1,115-78.5% | $1,961-87.8% | $2,381-89.9% |
| Participant deferral / active EE | $1,017 | $2,301-55.8% | $3,108-67.3% | $3,470-70.7% |
| Admin fee / account holder | $6,674 | $4,223+58.0% | $5,060+31.9% | $4,888+36.5% |