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 | $38,164 | $54,590-30.1% | $81,930-53.4% | $73,488-48.1% |
| Participation rate | 58.0% | 68.3%-10.3pp | 72.0%-14.0pp | 70.7%-12.7pp |
| Annual return | 13.77% | 17.74%-4.0pp | 29.49%-15.7pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,307 | $1,636-20.1% | $4,310-69.7% | $2,270-42.4% |
| Participant deferral / active EE | $2,746 | $2,759-0.5% | $7,107-61.4% | $3,740-26.6% |
| Admin fee / account holder | $5,030 | $592+749.6% | $5,158-2.5% | $513+880.3% |