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 | $40,625 | $60,022-32.3% | $88,946-54.3% | $84,808-52.1% |
| Participation rate | 44.1% | 57.8%-13.7pp | 68.8%-24.7pp | 68.3%-24.2pp |
| Annual return | 20.59% | 22.43%-1.8pp | 57.82%-37.2pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,387 | $1,703-18.5% | $2,555-45.7% | $2,631-47.3% |
| Participant deferral / active EE | $1,710 | $3,114-45.1% | $4,581-62.7% | $4,212-59.4% |
| Admin fee / account holder | $1,984 | $4,811-58.8% | $8,261-76.0% | $7,344-73.0% |