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 | $38,451 | $65,561-41.4% | $91,541-58.0% | $74,304-48.3% |
| Participation rate | 36.1% | 56.6%-20.5pp | 69.8%-33.6pp | 60.3%-24.2pp |
| Annual return | 15.54% | 17.68%-2.1pp | 20.50%-5.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,005 | $1,717-41.4% | $2,505-59.9% | $2,241-55.1% |
| Participant deferral / active EE | $1,803 | $2,918-38.2% | $4,008-55.0% | $3,767-52.2% |
| Admin fee / account holder | $4,549 | $3,333+36.5% | $6,956-34.6% | $2,969+53.2% |