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 | $28,377 | $49,915-43.1% | $154,803-81.7% | $74,304-61.8% |
| Participation rate | 33.5% | 54.0%-20.4pp | 78.1%-44.5pp | 60.3%-26.8pp |
| Annual return | 17.09% | 34.06%-17.0pp | 58.88%-41.8pp | 29.43%-12.3pp |
| Employer contribution / active EE | $606 | $1,611-62.4% | $4,305-85.9% | $2,241-73.0% |
| Participant deferral / active EE | $1,040 | $2,255-53.9% | $5,540-81.2% | $3,767-72.4% |
| Admin fee / account holder | $6,151 | $2,189+181.0% | $14,329-57.1% | $2,969+107.2% |