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 | $44,799 | $74,927-40.2% | $101,794-56.0% | $84,808-47.2% |
| Participation rate | 25.5% | 61.4%-35.9pp | 69.2%-43.7pp | 68.3%-42.9pp |
| Annual return | 17.47% | 18.70%-1.2pp | 30.53%-13.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $381 | $1,522-75.0% | $2,289-83.4% | $2,631-85.5% |
| Participant deferral / active EE | $1,648 | $3,099-46.8% | $4,084-59.6% | $4,212-60.9% |
| Admin fee / account holder | $1,473 | $6,514-77.4% | $8,777-83.2% | $7,344-79.9% |