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 | $40,477 | $96,484-58.0% | $156,263-74.1% | $74,304-45.5% |
| Participation rate | 52.3% | 67.7%-15.4pp | 78.9%-26.6pp | 60.3%-8.1pp |
| Annual return | 14.59% | 17.73%-3.1pp | 59.47%-44.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $779 | $2,528-69.2% | $4,333-82.0% | $2,241-65.2% |
| Participant deferral / active EE | $2,489 | $4,286-41.9% | $6,158-59.6% | $3,767-33.9% |
| Admin fee / account holder | $4,414 | $3,728+18.4% | $14,255-69.0% | $2,969+48.7% |