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 | $32,064 | $81,460-60.6% | $103,333-69.0% | $80,856-60.3% |
| Participation rate | 36.2% | 66.8%-30.6pp | 74.5%-38.3pp | 67.6%-31.4pp |
| Annual return | 10.50% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $942 | $3,105-69.7% | $3,868-75.6% | $2,755-65.8% |
| Participant deferral / active EE | $2,335 | $3,869-39.6% | $5,057-53.8% | $4,296-45.6% |
| Admin fee / account holder | $9,194 | $6,566+40.0% | $8,355+10.0% | $6,918+32.9% |