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 | $43,116 | $56,767-24.0% | $101,794-57.6% | $85,563-49.6% |
| Participation rate | 38.6% | 57.6%-19.0pp | 69.2%-30.6pp | 66.0%-27.4pp |
| Annual return | 45.31% | 17.76%+27.5pp | 30.53%+14.8pp | 31.51%+13.8pp |
| Employer contribution / active EE | $982 | $1,112-11.7% | $2,289-57.1% | $2,654-63.0% |
| Participant deferral / active EE | $1,653 | $2,720-39.2% | $4,084-59.5% | $4,375-62.2% |
| Admin fee / account holder | $1,347 | $1,098+22.7% | $8,777-84.6% | $834+61.5% |