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 | $37,889 | $53,777-29.5% | $134,143-71.8% | $79,858-52.6% |
| Participation rate | 33.9% | 58.8%-24.9pp | 72.2%-38.3pp | 69.6%-35.7pp |
| Annual return | 14.75% | 19.01%-4.3pp | 36.33%-21.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $697 | $1,321-47.3% | $3,704-81.2% | $2,471-71.8% |
| Participant deferral / active EE | $1,138 | $2,420-53.0% | $3,499-67.5% | $3,740-69.6% |
| Admin fee / account holder | $961 | $3,984-75.9% | $6,684-85.6% | $5,306-81.9% |