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 | $36,794 | $46,869-21.5% | $122,332-69.9% | $70,131-47.5% |
| Participation rate | 39.3% | 58.2%-18.9pp | 71.6%-32.3pp | 69.5%-30.3pp |
| Annual return | 18.79% | 24.22%-5.4pp | 30.27%-11.5pp | 73.14%-54.4pp |
| Employer contribution / active EE | $519 | $1,288-59.7% | $4,050-87.2% | $2,342-77.9% |
| Participant deferral / active EE | $1,609 | $2,166-25.7% | $3,287-51.1% | $3,332-51.7% |
| Admin fee / account holder | $1,935 | $3,322-41.7% | $5,478-64.7% | $4,645-58.3% |