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 | $44,594 | $80,717-44.8% | $154,803-71.2% | $84,808-47.4% |
| Participation rate | 44.4% | 66.8%-22.4pp | 78.1%-33.6pp | 68.3%-23.9pp |
| Annual return | 14.40% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $585 | $2,761-78.8% | $4,305-86.4% | $2,631-77.8% |
| Participant deferral / active EE | $2,241 | $3,303-32.1% | $5,540-59.5% | $4,212-46.8% |
| Admin fee / account holder | $6,159 | $6,746-8.7% | $14,329-57.0% | $7,344-16.1% |