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 | $45,076 | $59,097-23.7% | $82,389-45.3% | $74,304-39.3% |
| Participation rate | 31.7% | 52.8%-21.1pp | 69.5%-37.9pp | 60.3%-28.7pp |
| Annual return | 16.61% | 22.85%-6.2pp | 28.67%-12.1pp | 29.43%-12.8pp |
| Employer contribution / active EE | $958 | $1,601-40.1% | $2,517-61.9% | $2,241-57.2% |
| Participant deferral / active EE | $1,563 | $2,775-43.7% | $4,155-62.4% | $3,767-58.5% |
| Admin fee / account holder | $1,462 | $4,489-67.4% | $7,231-79.8% | $2,969-50.7% |