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 | $43,604 | $83,477-47.8% | $125,175-65.2% | $72,985-40.3% |
| Participation rate | 28.6% | 73.3%-44.7pp | 79.8%-51.2pp | 69.5%-40.9pp |
| Annual return | 20.65% | 25.78%-5.1pp | 43.79%-23.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $685 | $2,345-70.8% | $3,865-82.3% | $2,440-71.9% |
| Participant deferral / active EE | $2,242 | $3,585-37.5% | $4,937-54.6% | $3,607-37.8% |
| Admin fee / account holder | $797 | $5,517-85.6% | $9,702-91.8% | $5,124-84.5% |