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 | $39,880 | $80,968-50.7% | $96,544-58.7% | $75,163-46.9% |
| Participation rate | 37.2% | 71.8%-34.5pp | 76.0%-38.7pp | 67.2%-30.0pp |
| Annual return | 37.90% | 27.06%+10.8pp | 25.84%+12.1pp | 160.62%-122.7pp |
| Employer contribution / active EE | $1,024 | $2,282-55.1% | $2,965-65.5% | $2,670-61.6% |
| Participant deferral / active EE | $2,096 | $3,928-46.6% | $4,851-56.8% | $4,125-49.2% |
| Admin fee / account holder | $7,634 | $6,724+13.5% | $8,252-7.5% | $5,651+35.1% |