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 | $43,184 | $76,050-43.2% | $96,544-55.3% | $71,457-39.6% |
| Participation rate | 45.8% | 74.4%-28.6pp | 76.0%-30.2pp | 67.9%-22.1pp |
| Annual return | 18.80% | 22.81%-4.0pp | 25.84%-7.0pp | 28.85%-10.0pp |
| Employer contribution / active EE | $803 | $2,244-64.2% | $2,965-72.9% | $2,588-69.0% |
| Participant deferral / active EE | $2,609 | $4,215-38.1% | $4,851-46.2% | $4,289-39.2% |
| Admin fee / account holder | $3,648 | $2,707+34.8% | $8,252-55.8% | $1,587+129.8% |