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 | $37,140 | $72,492-48.8% | $87,100-57.4% | $72,985-49.1% |
| Participation rate | 39.4% | 72.8%-33.4pp | 76.9%-37.4pp | 69.5%-30.0pp |
| Annual return | 22.24% | 24.46%-2.2pp | 28.19%-6.0pp | 81.00%-58.8pp |
| Employer contribution / active EE | $862 | $1,894-54.5% | $2,521-65.8% | $2,440-64.7% |
| Participant deferral / active EE | $1,503 | $3,270-54.0% | $4,049-62.9% | $3,607-58.3% |
| Admin fee / account holder | $3,081 | $5,055-39.0% | $7,497-58.9% | $5,124-39.9% |