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 | $41,882 | $45,863-8.7% | $77,024-45.6% | $68,494-38.9% |
| Participation rate | 25.8% | 55.9%-30.1pp | 67.9%-42.1pp | 67.9%-42.0pp |
| Annual return | 38.59% | 1.72%+36.9pp | 42.32%-3.7pp | -7.84%+46.4pp |
| Employer contribution / active EE | $671 | $1,650-59.3% | $2,812-76.1% | $2,596-74.2% |
| Participant deferral / active EE | $884 | $2,962-70.2% | $4,426-80.0% | $4,027-78.1% |
| Admin fee / account holder | $2,020 | $3,041-33.6% | $5,425-62.8% | $5,403-62.6% |