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 | $28,945 | $60,892-52.5% | $82,389-64.9% | $84,808-65.9% |
| Participation rate | 19.6% | 63.3%-43.7pp | 69.5%-50.0pp | 68.3%-48.7pp |
| Annual return | 18.05% | 37.29%-19.2pp | 28.67%-10.6pp | 40.90%-22.8pp |
| Employer contribution / active EE | $747 | $1,779-58.0% | $2,517-70.3% | $2,631-71.6% |
| Participant deferral / active EE | $1,209 | $3,179-62.0% | $4,155-70.9% | $4,212-71.3% |
| Admin fee / account holder | $1,680 | $5,467-69.3% | $7,231-76.8% | $7,344-77.1% |