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 | $33,123 | $49,915-33.6% | $154,803-78.6% | $74,304-55.4% |
| Participation rate | 20.5% | 54.0%-33.4pp | 78.1%-57.5pp | 60.3%-39.8pp |
| Annual return | 16.72% | 34.06%-17.3pp | 58.88%-42.2pp | 29.43%-12.7pp |
| Employer contribution / active EE | $672 | $1,611-58.3% | $4,305-84.4% | $2,241-70.0% |
| Participant deferral / active EE | $980 | $2,255-56.5% | $5,540-82.3% | $3,767-74.0% |
| Admin fee / account holder | $9,910 | $2,189+352.7% | $14,329-30.8% | $2,969+233.8% |