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 | $31,541 | $76,050-58.5% | $96,544-67.3% | $71,457-55.9% |
| Participation rate | 40.3% | 74.4%-34.1pp | 76.0%-35.6pp | 67.9%-27.6pp |
| Annual return | 44.48% | 22.81%+21.7pp | 25.84%+18.6pp | 28.85%+15.6pp |
| Employer contribution / active EE | $767 | $2,244-65.8% | $2,965-74.1% | $2,588-70.4% |
| Participant deferral / active EE | $2,627 | $4,215-37.7% | $4,851-45.9% | $4,289-38.8% |
| Admin fee / account holder | $832 | $2,707-69.3% | $8,252-89.9% | $1,587-47.6% |