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 | $42,506 | $64,348-33.9% | $90,160-52.9% | $70,131-39.4% |
| Participation rate | 58.6% | 70.4%-11.8pp | 76.9%-18.3pp | 69.5%-10.9pp |
| Annual return | 15.61% | 28.13%-12.5pp | 34.88%-19.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $424 | $2,046-79.3% | $3,318-87.2% | $2,342-81.9% |
| Participant deferral / active EE | $2,548 | $4,389-41.9% | $5,288-51.8% | $3,332-23.5% |
| Admin fee / account holder | $1,459 | $3,944-63.0% | $5,943-75.4% | $4,645-68.6% |