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 | $34,868 | $53,053-34.3% | $126,539-72.4% | $74,304-53.1% |
| Participation rate | 42.3% | 48.0%-5.7pp | 69.8%-27.5pp | 60.3%-18.0pp |
| Annual return | 13.30% | 29.46%-16.2pp | 425.95%-412.6pp | 29.43%-16.1pp |
| Employer contribution / active EE | $990 | $1,168-15.2% | $3,674-73.1% | $2,241-55.8% |
| Participant deferral / active EE | $2,213 | $2,303-3.9% | $4,083-45.8% | $3,767-41.3% |
| Admin fee / account holder | $2,392 | $3,698-35.3% | $6,065-60.6% | $2,969-19.4% |