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 | $32,557 | $46,553-30.1% | $64,056-49.2% | $75,163-56.7% |
| Participation rate | 48.8% | 65.9%-17.1pp | 72.3%-23.5pp | 67.2%-18.4pp |
| Annual return | 20.63% | 26.03%-5.4pp | 33.69%-13.1pp | 160.62%-140.0pp |
| Employer contribution / active EE | $400 | $1,974-79.7% | $2,747-85.4% | $2,670-85.0% |
| Participant deferral / active EE | $2,029 | $2,837-28.5% | $3,880-47.7% | $4,125-50.8% |
| Admin fee / account holder | $3,400 | $2,952+15.2% | $3,068+10.8% | $5,651-39.8% |