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 | $38,199 | $82,882-53.9% | $127,761-70.1% | $72,985-47.7% |
| Participation rate | 55.4% | 71.5%-16.1pp | 79.0%-23.6pp | 69.5%-14.1pp |
| Annual return | 23.78% | 32.20%-8.4pp | 26.14%-2.4pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,220 | $3,346-63.5% | $4,574-73.3% | $2,440-50.0% |
| Participant deferral / active EE | $1,691 | $4,791-64.7% | $6,021-71.9% | $3,607-53.1% |
| Admin fee / account holder | $5,164 | $6,487-20.4% | $9,395-45.0% | $5,124+0.8% |