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 | $29,246 | $59,097-50.5% | $82,389-64.5% | $74,304-60.6% |
| Participation rate | 23.8% | 52.8%-29.0pp | 69.5%-45.8pp | 60.3%-36.6pp |
| Annual return | 18.38% | 22.85%-4.5pp | 28.67%-10.3pp | 29.43%-11.1pp |
| Employer contribution / active EE | $976 | $1,601-39.1% | $2,517-61.2% | $2,241-56.5% |
| Participant deferral / active EE | $912 | $2,775-67.1% | $4,155-78.0% | $3,767-75.8% |
| Admin fee / account holder | $7,627 | $4,489+69.9% | $7,231+5.5% | $2,969+156.9% |