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 | $42,522 | $80,968-47.5% | $96,544-56.0% | $75,163-43.4% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 19.90% | 27.06%-7.2pp | 25.84%-5.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $838 | $2,282-63.3% | $2,965-71.7% | $2,670-68.6% |
| Participant deferral / active EE | $2,074 | $3,928-47.2% | $4,851-57.2% | $4,125-49.7% |
| Admin fee / account holder | $7,246 | $6,724+7.8% | $8,252-12.2% | $5,651+28.2% |