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 | $37,131 | $67,606-45.1% | $82,313-54.9% | $70,131-47.1% |
| Participation rate | 61.1% | 72.8%-11.7pp | 76.9%-15.8pp | 69.5%-8.4pp |
| Annual return | 13.23% | 21.57%-8.3pp | 25.88%-12.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $430 | $1,755-75.5% | $2,428-82.3% | $2,342-81.6% |
| Participant deferral / active EE | $2,590 | $2,987-13.3% | $3,706-30.1% | $3,332-22.3% |
| Admin fee / account holder | $831 | $4,512-81.6% | $5,608-85.2% | $4,645-82.1% |