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 | $42,945 | $68,719-37.5% | $91,541-53.1% | $84,808-49.4% |
| Participation rate | 52.5% | 64.5%-12.0pp | 69.8%-17.2pp | 68.3%-15.8pp |
| Annual return | 15.03% | 19.12%-4.1pp | 20.50%-5.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $822 | $1,920-57.2% | $2,505-67.2% | $2,631-68.8% |
| Participant deferral / active EE | $1,387 | $3,136-55.8% | $4,008-65.4% | $4,212-67.1% |
| Admin fee / account holder | $4,237 | $5,786-26.8% | $6,956-39.1% | $7,344-42.3% |