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 | $37,383 | $54,541-31.5% | $78,778-52.5% | $70,131-46.7% |
| Participation rate | 61.1% | 60.8%+0.3pp | 69.2%-8.1pp | 69.5%-8.4pp |
| Annual return | 16.21% | 21.07%-4.9pp | 35.62%-19.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $558 | $1,089-48.8% | $1,986-71.9% | $2,342-76.2% |
| Participant deferral / active EE | $2,190 | $2,210-0.9% | $2,958-26.0% | $3,332-34.3% |
| Admin fee / account holder | $448 | $3,709-87.9% | $5,134-91.3% | $4,645-90.4% |