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 | $29,183 | $80,717-63.8% | $154,803-81.1% | $84,808-65.6% |
| Participation rate | 38.7% | 66.8%-28.1pp | 78.1%-39.4pp | 68.3%-29.6pp |
| Annual return | 35.83% | 37.96%-2.1pp | 58.88%-23.1pp | 40.90%-5.1pp |
| Employer contribution / active EE | $813 | $2,761-70.6% | $4,305-81.1% | $2,631-69.1% |
| Participant deferral / active EE | $1,688 | $3,303-48.9% | $5,540-69.5% | $4,212-59.9% |
| Admin fee / account holder | $3,868 | $6,746-42.7% | $14,329-73.0% | $7,344-47.3% |