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 | $36,598 | $56,897-35.7% | $84,750-56.8% | $62,891-41.8% |
| Participation rate | 35.1% | 68.5%-33.5pp | 76.6%-41.5pp | 69.3%-34.3pp |
| Annual return | 16.75% | 6.30%+10.5pp | 22.78%-6.0pp | 20.14%-3.4pp |
| Employer contribution / active EE | $510 | $2,400-78.7% | $3,574-85.7% | $2,281-77.6% |
| Participant deferral / active EE | $1,926 | $2,709-28.9% | $3,712-48.1% | $3,203-39.9% |
| Admin fee / account holder | $548 | $3,581-84.7% | $5,332-89.7% | $4,296-87.2% |