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 | $38,443 | $49,915-23.0% | $154,803-75.2% | $74,304-48.3% |
| Participation rate | 51.2% | 54.0%-2.8pp | 78.1%-26.9pp | 60.3%-9.2pp |
| Annual return | 28.08% | 34.06%-6.0pp | 58.88%-30.8pp | 29.43%-1.3pp |
| Employer contribution / active EE | $943 | $1,611-41.5% | $4,305-78.1% | $2,241-57.9% |
| Participant deferral / active EE | $2,000 | $2,255-11.3% | $5,540-63.9% | $3,767-46.9% |
| Admin fee / account holder | $3,970 | $2,189+81.4% | $14,329-72.3% | $2,969+33.7% |