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 | $39,851 | $48,076-17.1% | $78,689-49.4% | $62,891-36.6% |
| Participation rate | 29.8% | 65.2%-35.4pp | 73.6%-43.8pp | 69.3%-39.5pp |
| Annual return | 4.80% | 31.35%-26.6pp | 62.18%-57.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $390 | $2,015-80.6% | $2,851-86.3% | $2,281-82.9% |
| Participant deferral / active EE | $780 | $2,588-69.9% | $3,517-77.8% | $3,203-75.7% |
| Admin fee / account holder | $3,368 | $3,207+5.0% | $4,510-25.3% | $4,296-21.6% |