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 | $33,766 | $54,541-38.1% | $78,778-57.1% | $70,131-51.9% |
| Participation rate | 36.7% | 60.8%-24.1pp | 69.2%-32.5pp | 69.5%-32.9pp |
| Annual return | 26.55% | 21.07%+5.5pp | 35.62%-9.1pp | 73.14%-46.6pp |
| Employer contribution / active EE | $994 | $1,089-8.6% | $1,986-49.9% | $2,342-57.5% |
| Participant deferral / active EE | $2,384 | $2,210+7.9% | $2,958-19.4% | $3,332-28.4% |
| Admin fee / account holder | $375 | $3,709-89.9% | $5,134-92.7% | $4,645-91.9% |