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 | $42,959 | $68,719-37.5% | $91,541-53.1% | $84,808-49.3% |
| Participation rate | 52.4% | 64.5%-12.1pp | 69.8%-17.4pp | 68.3%-15.9pp |
| Annual return | 13.76% | 19.12%-5.4pp | 20.50%-6.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,114 | $1,920-42.0% | $2,505-55.5% | $2,631-57.7% |
| Participant deferral / active EE | $2,931 | $3,136-6.5% | $4,008-26.9% | $4,212-30.4% |
| Admin fee / account holder | $3,003 | $5,786-48.1% | $6,956-56.8% | $7,344-59.1% |