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 | $42,466 | $52,580-19.2% | $71,671-40.7% | $70,131-39.4% |
| Participation rate | 58.8% | 60.9%-2.1pp | 68.7%-9.9pp | 69.5%-10.7pp |
| Annual return | 17.70% | 20.25%-2.6pp | 20.65%-3.0pp | 73.14%-55.4pp |
| Employer contribution / active EE | $376 | $1,616-76.7% | $2,460-84.7% | $2,342-83.9% |
| Participant deferral / active EE | $2,181 | $2,386-8.6% | $3,438-36.6% | $3,332-34.5% |
| Admin fee / account holder | $330 | $3,653-91.0% | $5,558-94.1% | $4,645-92.9% |