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 | $42,235 | $80,968-47.8% | $96,544-56.3% | $75,163-43.8% |
| Participation rate | 41.7% | 71.8%-30.1pp | 76.0%-34.3pp | 67.2%-25.5pp |
| Annual return | 19.55% | 27.06%-7.5pp | 25.84%-6.3pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,131 | $2,282-50.4% | $2,965-61.9% | $2,670-57.6% |
| Participant deferral / active EE | $1,877 | $3,928-52.2% | $4,851-61.3% | $4,125-54.5% |
| Admin fee / account holder | $1,456 | $6,724-78.3% | $8,252-82.4% | $5,651-74.2% |