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 | $35,546 | $48,750-27.1% | $88,946-60.0% | $74,304-52.2% |
| Participation rate | 42.4% | 44.5%-2.1pp | 68.8%-26.5pp | 60.3%-18.0pp |
| Annual return | 24.74% | 25.91%-1.2pp | 57.82%-33.1pp | 29.43%-4.7pp |
| Employer contribution / active EE | $322 | $1,255-74.4% | $2,555-87.4% | $2,241-85.6% |
| Participant deferral / active EE | $1,848 | $2,423-23.7% | $4,581-59.7% | $3,767-50.9% |
| Admin fee / account holder | $1,304 | $3,756-65.3% | $8,261-84.2% | $2,969-56.1% |