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 | $33,641 | $62,573-46.2% | $85,682-60.7% | $85,850-60.8% |
| Participation rate | 58.3% | 61.1%-2.8pp | 69.9%-11.5pp | 69.3%-11.0pp |
| Annual return | 11.31% | 23.77%-12.5pp | 21.49%-10.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,756 | $1,7570% | $2,618-32.9% | $2,565-31.5% |
| Participant deferral / active EE | $2,221 | $2,802-20.8% | $3,923-43.4% | $3,952-43.8% |
| Admin fee / account holder | $5,886 | $4,640+26.8% | $6,873-14.4% | $6,260-6.0% |