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 | $39,834 | $58,512-31.9% | $84,015-52.6% | $72,985-45.4% |
| Participation rate | 42.5% | 61.2%-18.7pp | 69.0%-26.5pp | 69.5%-27.0pp |
| Annual return | 22.70% | 28.93%-6.2pp | 71.31%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $630 | $1,163-45.9% | $1,983-68.3% | $2,440-74.2% |
| Participant deferral / active EE | $2,221 | $2,394-7.2% | $3,239-31.4% | $3,607-38.4% |
| Admin fee / account holder | $1,760 | $4,569-61.5% | $6,101-71.1% | $5,124-65.6% |