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 | $36,867 | $54,541-32.4% | $78,778-53.2% | $70,131-47.4% |
| Participation rate | 37.5% | 60.8%-23.3pp | 69.2%-31.7pp | 69.5%-32.0pp |
| Annual return | 13.89% | 21.07%-7.2pp | 35.62%-21.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,303 | $1,089+19.7% | $1,986-34.4% | $2,342-44.4% |
| Participant deferral / active EE | $2,454 | $2,210+11.0% | $2,958-17.0% | $3,332-26.3% |
| Admin fee / account holder | $3,116 | $3,709-16.0% | $5,134-39.3% | $4,645-32.9% |