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 | $43,806 | $76,050-42.4% | $96,544-54.6% | $71,457-38.7% |
| Participation rate | 39.6% | 74.4%-34.8pp | 76.0%-36.4pp | 67.9%-28.3pp |
| Annual return | 19.94% | 22.81%-2.9pp | 25.84%-5.9pp | 28.85%-8.9pp |
| Employer contribution / active EE | $757 | $2,244-66.3% | $2,965-74.5% | $2,588-70.7% |
| Participant deferral / active EE | $2,911 | $4,215-30.9% | $4,851-40.0% | $4,289-32.1% |
| Admin fee / account holder | $8,553 | $2,707+215.9% | $8,252+3.6% | $1,587+438.8% |