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 | $41,457 | $79,944-48.1% | $98,439-57.9% | $75,163-44.8% |
| Participation rate | 40.7% | 70.4%-29.6pp | 75.2%-34.4pp | 67.2%-26.5pp |
| Annual return | 16.78% | 19.75%-3.0pp | 21.16%-4.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $873 | $2,264-61.5% | $3,048-71.4% | $2,670-67.3% |
| Participant deferral / active EE | $1,947 | $3,752-48.1% | $4,738-58.9% | $4,125-52.8% |
| Admin fee / account holder | $8,970 | $6,840+31.1% | $8,948+0.3% | $5,651+58.7% |