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 | $41,171 | $56,277-26.8% | $80,975-49.2% | $62,891-34.5% |
| Participation rate | 56.4% | 69.0%-12.5pp | 75.8%-19.4pp | 69.3%-12.9pp |
| Annual return | 9.20% | 22.12%-12.9pp | 17.10%-7.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $961 | $1,943-50.5% | $3,714-74.1% | $2,281-57.9% |
| Participant deferral / active EE | $2,354 | $4,195-43.9% | $5,696-58.7% | $3,203-26.5% |
| Admin fee / account holder | $1,838 | $3,741-50.9% | $5,516-66.7% | $4,296-57.2% |