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 | $28,927 | $72,277-60.0% | $101,248-71.4% | $79,858-63.8% |
| Participation rate | 60.7% | 68.5%-7.8pp | 75.8%-15.1pp | 69.6%-9.0pp |
| Annual return | 15.59% | 22.30%-6.7pp | 46.47%-30.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,066 | $2,692-60.4% | $3,660-70.9% | $2,471-56.8% |
| Participant deferral / active EE | $1,959 | $3,282-40.3% | $4,370-55.2% | $3,740-47.6% |
| Admin fee / account holder | $1,427 | $4,400-67.6% | $5,945-76.0% | $5,306-73.1% |