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 | $43,171 | $76,367-43.5% | $93,606-53.9% | $72,985-40.8% |
| Participation rate | 63.2% | 71.7%-8.6pp | 75.8%-12.7pp | 69.5%-6.3pp |
| Annual return | 22.71% | 25.82%-3.1pp | 32.76%-10.0pp | 81.00%-58.3pp |
| Employer contribution / active EE | $609 | $2,275-73.2% | $2,718-77.6% | $2,440-75.0% |
| Participant deferral / active EE | $3,446 | $3,538-2.6% | $4,069-15.3% | $3,607-4.5% |
| Admin fee / account holder | $1,096 | $6,838-84.0% | $7,888-86.1% | $5,124-78.6% |