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 | $40,676 | $59,097-31.2% | $82,389-50.6% | $74,304-45.3% |
| Participation rate | 56.1% | 52.8%+3.3pp | 69.5%-13.4pp | 60.3%-4.3pp |
| Annual return | 14.75% | 22.85%-8.1pp | 28.67%-13.9pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,011 | $1,601-36.9% | $2,517-59.8% | $2,241-54.9% |
| Participant deferral / active EE | $2,216 | $2,775-20.2% | $4,155-46.7% | $3,767-41.2% |
| Admin fee / account holder | $1,570 | $4,489-65.0% | $7,231-78.3% | $2,969-47.1% |