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 | $28,807 | $49,915-42.3% | $154,803-81.4% | $74,304-61.2% |
| Participation rate | 40.0% | 54.0%-14.0pp | 78.1%-38.1pp | 60.3%-20.3pp |
| Annual return | 14.20% | 34.06%-19.9pp | 58.88%-44.7pp | 29.43%-15.2pp |
| Employer contribution / active EE | $604 | $1,611-62.5% | $4,305-86.0% | $2,241-73.0% |
| Participant deferral / active EE | $729 | $2,255-67.7% | $5,540-86.8% | $3,767-80.7% |
| Admin fee / account holder | $2,417 | $2,189+10.4% | $14,329-83.1% | $2,969-18.6% |