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 | $39,883 | $58,512-31.8% | $84,015-52.5% | $72,985-45.4% |
| Participation rate | 56.9% | 61.2%-4.3pp | 69.0%-12.1pp | 69.5%-12.5pp |
| Annual return | 23.98% | 28.93%-5.0pp | 71.31%-47.3pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,093 | $1,163-6.0% | $1,983-44.9% | $2,440-55.2% |
| Participant deferral / active EE | $1,927 | $2,394-19.5% | $3,239-40.5% | $3,607-46.6% |
| Admin fee / account holder | $1,019 | $4,569-77.7% | $6,101-83.3% | $5,124-80.1% |