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 | $46,545 | $59,101-21.2% | $77,163-39.7% | $75,163-38.1% |
| Participation rate | 36.1% | 63.9%-27.8pp | 69.6%-33.5pp | 67.2%-31.1pp |
| Annual return | 13.52% | 26.71%-13.2pp | 37.87%-24.4pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,268 | $1,995-36.5% | $2,535-50.0% | $2,670-52.5% |
| Participant deferral / active EE | $2,849 | $2,999-5.0% | $3,833-25.7% | $4,125-30.9% |
| Admin fee / account holder | $4,525 | $4,774-5.2% | $5,472-17.3% | $5,651-19.9% |