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 | $37,184 | $87,870-57.7% | $113,168-67.1% | $74,304-50.0% |
| Participation rate | 61.2% | 70.7%-9.6pp | 76.6%-15.4pp | 60.3%+0.8pp |
| Annual return | 15.32% | 26.44%-11.1pp | 24.27%-8.9pp | 29.43%-14.1pp |
| Employer contribution / active EE | $902 | $2,277-60.4% | $2,975-69.7% | $2,241-59.7% |
| Participant deferral / active EE | $2,414 | $4,241-43.1% | $5,107-52.7% | $3,767-35.9% |
| Admin fee / account holder | $5,183 | $3,368+53.9% | $12,068-57.1% | $2,969+74.6% |