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 | $27,962 | $49,915-44.0% | $154,803-81.9% | $74,304-62.4% |
| Participation rate | 43.8% | 54.0%-10.2pp | 78.1%-34.3pp | 60.3%-16.6pp |
| Annual return | 13.66% | 34.06%-20.4pp | 58.88%-45.2pp | 29.43%-15.8pp |
| Employer contribution / active EE | $534 | $1,611-66.8% | $4,305-87.6% | $2,241-76.2% |
| Participant deferral / active EE | $1,107 | $2,255-50.9% | $5,540-80.0% | $3,767-70.6% |
| Admin fee / account holder | $710 | $2,189-67.6% | $14,329-95.0% | $2,969-76.1% |