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 | $52,365 | $58,828-11.0% | $77,999-32.9% | $62,891-16.7% |
| Participation rate | 59.4% | 71.1%-11.6pp | 75.5%-16.1pp | 69.3%-9.9pp |
| Annual return | 7.25% | 17.16%-9.9pp | 425.96%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $741 | $1,672-55.7% | $2,470-70.0% | $2,281-67.5% |
| Participant deferral / active EE | $2,607 | $2,686-2.9% | $3,497-25.5% | $3,203-18.6% |
| Admin fee / account holder | $7,505 | $4,393+70.8% | $5,480+36.9% | $4,296+74.7% |