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 | $36,952 | $55,706-33.7% | $75,886-51.3% | $72,985-49.4% |
| Participation rate | 38.5% | 61.1%-22.7pp | 69.3%-30.8pp | 69.5%-31.0pp |
| Annual return | 19.59% | 27.59%-8.0pp | 30.76%-11.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $972 | $1,687-42.3% | $2,500-61.1% | $2,440-60.1% |
| Participant deferral / active EE | $2,048 | $2,634-22.2% | $3,603-43.1% | $3,607-43.2% |
| Admin fee / account holder | $776 | $3,978-80.5% | $5,418-85.7% | $5,124-84.9% |