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 | $38,447 | $49,227-21.9% | $70,449-45.4% | $79,858-51.9% |
| Participation rate | 42.9% | 69.2%-26.3pp | 75.1%-32.2pp | 69.6%-26.8pp |
| Annual return | 36.16% | 30.06%+6.1pp | 109.03%-72.9pp | 31.71%+4.4pp |
| Employer contribution / active EE | $422 | $2,099-79.9% | $2,737-84.6% | $2,471-82.9% |
| Participant deferral / active EE | $1,780 | $2,768-35.7% | $3,709-52.0% | $3,740-52.4% |
| Admin fee / account holder | $3,938 | $2,878+36.8% | $3,845+2.4% | $5,306-25.8% |