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 | $32,753 | $49,915-34.4% | $154,803-78.8% | $74,304-55.9% |
| Participation rate | 35.4% | 54.0%-18.5pp | 78.1%-42.6pp | 60.3%-24.9pp |
| Annual return | 12.76% | 34.06%-21.3pp | 58.88%-46.1pp | 29.43%-16.7pp |
| Employer contribution / active EE | $663 | $1,611-58.8% | $4,305-84.6% | $2,241-70.4% |
| Participant deferral / active EE | $1,560 | $2,255-30.8% | $5,540-71.8% | $3,767-58.6% |
| Admin fee / account holder | $4,568 | $2,189+108.7% | $14,329-68.1% | $2,969+53.9% |