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 | $44,404 | $39,122+13.5% | $57,179-22.3% | $62,891-29.4% |
| Participation rate | 41.2% | 70.5%-29.3pp | 75.3%-34.2pp | 69.3%-28.1pp |
| Annual return | 6.72% | 9.23%-2.5pp | 14.59%-7.9pp | 20.14%-13.4pp |
| Employer contribution / active EE | $915 | $1,874-51.2% | $2,682-65.9% | $2,281-59.9% |
| Participant deferral / active EE | $1,766 | $2,374-25.6% | $3,096-43.0% | $3,203-44.9% |
| Admin fee / account holder | $2,897 | $2,592+11.8% | $3,139-7.7% | $4,296-32.6% |