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 | $38,893 | $49,915-22.1% | $154,803-74.9% | $74,304-47.7% |
| Participation rate | 29.1% | 54.0%-24.8pp | 78.1%-49.0pp | 60.3%-31.2pp |
| Annual return | 14.45% | 34.06%-19.6pp | 58.88%-44.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $276 | $1,611-82.9% | $4,305-93.6% | $2,241-87.7% |
| Participant deferral / active EE | $1,022 | $2,255-54.7% | $5,540-81.5% | $3,767-72.9% |
| Admin fee / account holder | $2,204 | $2,189+0.7% | $14,329-84.6% | $2,969-25.8% |