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 | $43,738 | $59,839-26.9% | $81,983-46.6% | $79,858-45.2% |
| Participation rate | 44.8% | 61.6%-16.8pp | 69.2%-24.5pp | 69.6%-24.9pp |
| Annual return | 17.19% | 17.56%-0.4pp | 41.31%-24.1pp | 31.71%-14.5pp |
| Employer contribution / active EE | $504 | $1,713-70.6% | $2,498-79.8% | $2,471-79.6% |
| Participant deferral / active EE | $1,391 | $2,695-48.4% | $3,722-62.6% | $3,740-62.8% |
| Admin fee / account holder | $3,203 | $4,287-25.3% | $5,664-43.4% | $5,306-39.6% |