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 | $37,902 | $54,762-30.8% | $90,281-58.0% | $72,985-48.1% |
| Participation rate | 35.1% | 65.1%-30.0pp | 73.3%-38.1pp | 69.5%-34.4pp |
| Annual return | 19.44% | 30.63%-11.2pp | 78.10%-58.7pp | 81.00%-61.6pp |
| Employer contribution / active EE | $838 | $2,092-60.0% | $2,854-70.7% | $2,440-65.7% |
| Participant deferral / active EE | $1,891 | $2,887-34.5% | $3,885-51.3% | $3,607-47.6% |
| Admin fee / account holder | $8,213 | $3,972+106.8% | $5,351+53.5% | $5,124+60.3% |