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 | $43,538 | $54,705-20.4% | $71,209-38.9% | $84,808-48.7% |
| Participation rate | 52.7% | 64.1%-11.3pp | 73.8%-21.0pp | 68.3%-15.6pp |
| Annual return | 13.63% | 35.90%-22.3pp | 282.51%-268.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,911 | $2,158-11.5% | $2,721-29.8% | $2,631-27.4% |
| Participant deferral / active EE | $2,113 | $3,030-30.3% | $4,175-49.4% | $4,212-49.8% |
| Admin fee / account holder | $2,803 | $4,863-42.4% | $5,349-47.6% | $7,344-61.8% |