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 | $30,217 | $41,377-27.0% | $109,313-72.4% | $62,891-52.0% |
| Participation rate | 42.2% | 57.5%-15.3pp | 71.3%-29.0pp | 69.3%-27.1pp |
| Annual return | 8.06% | 11.05%-3.0pp | 22.07%-14.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $631 | $1,276-50.5% | $3,892-83.8% | $2,281-72.3% |
| Participant deferral / active EE | $947 | $2,045-53.7% | $3,166-70.1% | $3,203-70.4% |
| Admin fee / account holder | $4,138 | $2,884+43.5% | $5,666-27.0% | $4,296-3.7% |