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 | $42,170 | $59,097-28.6% | $82,389-48.8% | $74,304-43.2% |
| Participation rate | 19.4% | 52.8%-33.3pp | 69.5%-50.1pp | 60.3%-40.9pp |
| Annual return | 22.97% | 22.85%+0.1pp | 28.67%-5.7pp | 29.43%-6.5pp |
| Employer contribution / active EE | $750 | $1,601-53.2% | $2,517-70.2% | $2,241-66.5% |
| Participant deferral / active EE | $981 | $2,775-64.6% | $4,155-76.4% | $3,767-73.9% |
| Admin fee / account holder | $3,995 | $4,489-11.0% | $7,231-44.8% | $2,969+34.6% |