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 | $37,971 | $50,972-25.5% | $88,538-57.1% | $72,985-48.0% |
| Participation rate | 44.7% | 63.4%-18.7pp | 68.7%-24.0pp | 69.5%-24.7pp |
| Annual return | 35.07% | 29.62%+5.5pp | 43.64%-8.6pp | 81.00%-45.9pp |
| Employer contribution / active EE | $371 | $1,475-74.8% | $2,098-82.3% | $2,440-84.8% |
| Participant deferral / active EE | $1,015 | $2,230-54.5% | $2,914-65.2% | $3,607-71.9% |
| Admin fee / account holder | $2,623 | $3,230-18.8% | $4,310-39.2% | $5,124-48.8% |