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 | $34,220 | $57,016-40.0% | $84,966-59.7% | $80,856-57.7% |
| Participation rate | 47.7% | 56.3%-8.6pp | 67.5%-19.8pp | 67.6%-19.9pp |
| Annual return | 16.38% | 21.66%-5.3pp | 66.38%-50.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,022 | $1,798+12.5% | $2,727-25.8% | $2,755-26.6% |
| Participant deferral / active EE | $2,751 | $3,110-11.5% | $4,519-39.1% | $4,296-36.0% |
| Admin fee / account holder | $7,133 | $4,980+43.2% | $6,149+16.0% | $6,918+3.1% |