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 | $38,515 | $80,717-52.3% | $154,803-75.1% | $84,808-54.6% |
| Participation rate | 54.7% | 66.8%-12.2pp | 78.1%-23.4pp | 68.3%-13.7pp |
| Annual return | 14.71% | 37.96%-23.2pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $442 | $2,761-84.0% | $4,305-89.7% | $2,631-83.2% |
| Participant deferral / active EE | $1,298 | $3,303-60.7% | $5,540-76.6% | $4,212-69.2% |
| Admin fee / account holder | $7,012 | $6,746+4.0% | $14,329-51.1% | $7,344-4.5% |