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 | $41,554 | $54,541-23.8% | $78,778-47.3% | $70,131-40.7% |
| Participation rate | 34.3% | 60.8%-26.5pp | 69.2%-34.9pp | 69.5%-35.3pp |
| Annual return | 16.31% | 21.07%-4.8pp | 35.62%-19.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $736 | $1,089-32.4% | $1,986-62.9% | $2,342-68.6% |
| Participant deferral / active EE | $1,807 | $2,210-18.2% | $2,958-38.9% | $3,332-45.8% |
| Admin fee / account holder | $2,056 | $3,709-44.6% | $5,134-60.0% | $4,645-55.7% |