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 | $42,071 | $67,606-37.8% | $82,313-48.9% | $70,131-40.0% |
| Participation rate | 23.5% | 72.8%-49.3pp | 76.9%-53.4pp | 69.5%-46.1pp |
| Annual return | 21.99% | 21.57%+0.4pp | 25.88%-3.9pp | 73.14%-51.2pp |
| Employer contribution / active EE | $484 | $1,755-72.4% | $2,428-80.1% | $2,342-79.3% |
| Participant deferral / active EE | $1,528 | $2,987-48.8% | $3,706-58.8% | $3,332-54.1% |
| Admin fee / account holder | $304 | $4,512-93.3% | $5,608-94.6% | $4,645-93.5% |