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 | $57,510 | $91,552-37.2% | $133,956-57.1% | $79,858-28.0% |
| Participation rate | 44.1% | 73.3%-29.2pp | 79.8%-35.7pp | 69.6%-25.5pp |
| Annual return | 14.49% | 61.85%-47.4pp | 45.09%-30.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $745 | $2,384-68.8% | $3,919-81.0% | $2,471-69.9% |
| Participant deferral / active EE | $2,839 | $3,733-23.9% | $5,048-43.7% | $3,740-24.1% |
| Admin fee / account holder | $1,956 | $6,321-69.1% | $8,927-78.1% | $5,306-63.1% |