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 | $40,543 | $46,553-12.9% | $64,056-36.7% | $75,163-46.1% |
| Participation rate | 25.4% | 65.9%-40.6pp | 72.3%-47.0pp | 67.2%-41.8pp |
| Annual return | 32.73% | 26.03%+6.7pp | 33.69%-1.0pp | 160.62%-127.9pp |
| Employer contribution / active EE | $688 | $1,974-65.1% | $2,747-74.9% | $2,670-74.2% |
| Participant deferral / active EE | $2,280 | $2,837-19.6% | $3,880-41.2% | $4,125-44.7% |
| Admin fee / account holder | $2,786 | $2,952-5.6% | $3,068-9.2% | $5,651-50.7% |