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 | $39,158 | $64,348-39.1% | $90,160-56.6% | $70,131-44.2% |
| Participation rate | 60.0% | 70.4%-10.4pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 37.47% | 28.13%+9.3pp | 34.88%+2.6pp | 73.14%-35.7pp |
| Employer contribution / active EE | $498 | $2,046-75.7% | $3,318-85.0% | $2,342-78.8% |
| Participant deferral / active EE | $1,958 | $4,389-55.4% | $5,288-63.0% | $3,332-41.2% |
| Admin fee / account holder | $1,249 | $3,944-68.3% | $5,943-79.0% | $4,645-73.1% |