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 | $40,103 | $65,041-38.3% | $90,951-55.9% | $79,858-49.8% |
| Participation rate | 56.9% | 61.6%-4.7pp | 69.0%-12.1pp | 69.6%-12.8pp |
| Annual return | 18.95% | 30.45%-11.5pp | 134.60%-115.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $441 | $1,247-64.6% | $2,122-79.2% | $2,471-82.1% |
| Participant deferral / active EE | $1,801 | $2,512-28.3% | $3,373-46.6% | $3,740-51.8% |
| Admin fee / account holder | $2,224 | $4,536-51.0% | $5,959-62.7% | $5,306-58.1% |