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 | $31,977 | $56,897-43.8% | $84,750-62.3% | $62,891-49.2% |
| Participation rate | 61.5% | 68.5%-7.0pp | 76.6%-15.1pp | 69.3%-7.8pp |
| Annual return | 4.75% | 6.30%-1.6pp | 22.78%-18.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $581 | $2,400-75.8% | $3,574-83.7% | $2,281-74.5% |
| Participant deferral / active EE | $1,793 | $2,709-33.8% | $3,712-51.7% | $3,203-44.0% |
| Admin fee / account holder | $2,903 | $3,581-18.9% | $5,332-45.5% | $4,296-32.4% |