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 | $42,257 | $50,082-15.6% | $93,406-54.8% | $79,858-47.1% |
| Participation rate | 21.6% | 60.9%-39.3pp | 66.8%-45.2pp | 69.6%-48.0pp |
| Annual return | 17.77% | 24.59%-6.8pp | 78.05%-60.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $590 | $1,303-54.7% | $2,075-71.6% | $2,471-76.1% |
| Participant deferral / active EE | $1,436 | $2,212-35.1% | $3,126-54.1% | $3,740-61.6% |
| Admin fee / account holder | $1,658 | $3,454-52.0% | $5,230-68.3% | $5,306-68.8% |