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 | $42,321 | $49,915-15.2% | $154,803-72.7% | $74,304-43.0% |
| Participation rate | 36.9% | 54.0%-17.1pp | 78.1%-41.2pp | 60.3%-23.5pp |
| Annual return | 18.83% | 34.06%-15.2pp | 58.88%-40.0pp | 29.43%-10.6pp |
| Employer contribution / active EE | $587 | $1,611-63.6% | $4,305-86.4% | $2,241-73.8% |
| Participant deferral / active EE | $1,369 | $2,255-39.3% | $5,540-75.3% | $3,767-63.7% |
| Admin fee / account holder | $1,206 | $2,189-44.9% | $14,329-91.6% | $2,969-59.4% |