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 | $40,547 | $78,672-48.5% | $109,143-62.8% | $85,850-52.8% |
| Participation rate | 51.2% | 68.3%-17.1pp | 75.9%-24.7pp | 69.3%-18.2pp |
| Annual return | 31.06% | 25.09%+6.0pp | 25.75%+5.3pp | 318.53%-287.5pp |
| Employer contribution / active EE | $907 | $2,735-66.8% | $3,722-75.6% | $2,565-64.6% |
| Participant deferral / active EE | $1,545 | $3,467-55.4% | $4,653-66.8% | $3,952-60.9% |
| Admin fee / account holder | $2,708 | $5,469-50.5% | $6,752-59.9% | $6,260-56.7% |