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 | $37,581 | $56,767-33.8% | $101,794-63.1% | $85,563-56.1% |
| Participation rate | 26.9% | 57.6%-30.7pp | 69.2%-42.3pp | 66.0%-39.1pp |
| Annual return | 20.90% | 17.76%+3.1pp | 30.53%-9.6pp | 31.51%-10.6pp |
| Employer contribution / active EE | $917 | $1,112-17.6% | $2,289-59.9% | $2,654-65.4% |
| Participant deferral / active EE | $1,621 | $2,720-40.4% | $4,084-60.3% | $4,375-63.0% |
| Admin fee / account holder | $9,773 | $1,098+790.0% | $8,777+11.3% | $834+1071.6% |