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 | $39,148 | $68,719-43.0% | $91,541-57.2% | $84,808-53.8% |
| Participation rate | 56.5% | 64.5%-8.1pp | 69.8%-13.3pp | 68.3%-11.9pp |
| Annual return | 13.88% | 19.12%-5.2pp | 20.50%-6.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,216 | $1,920-36.7% | $2,505-51.5% | $2,631-53.8% |
| Participant deferral / active EE | $1,902 | $3,136-39.3% | $4,008-52.5% | $4,212-54.8% |
| Admin fee / account holder | $3,685 | $5,786-36.3% | $6,956-47.0% | $7,344-49.8% |