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 | $41,108 | $64,480-36.2% | $81,382-49.5% | $80,856-49.2% |
| Participation rate | 45.1% | 63.9%-18.8pp | 69.5%-24.4pp | 67.6%-22.6pp |
| Annual return | 10.97% | 16.34%-5.4pp | 24.73%-13.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $447 | $1,978-77.4% | $2,463-81.8% | $2,755-83.8% |
| Participant deferral / active EE | $1,139 | $3,094-63.2% | $3,883-70.7% | $4,296-73.5% |
| Admin fee / account holder | $1,255 | $5,671-77.9% | $5,768-78.2% | $6,918-81.9% |