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 | $37,504 | $68,719-45.4% | $91,541-59.0% | $84,808-55.8% |
| Participation rate | 69.8% | 64.5%+5.3pp | 69.8%0pp | 68.3%+1.5pp |
| Annual return | 16.59% | 19.12%-2.5pp | 20.50%-3.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $506 | $1,920-73.7% | $2,505-79.8% | $2,631-80.8% |
| Participant deferral / active EE | $2,263 | $3,136-27.8% | $4,008-43.5% | $4,212-46.3% |
| Admin fee / account holder | $802 | $5,786-86.1% | $6,956-88.5% | $7,344-89.1% |