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 | $55,582 | $59,186-6.1% | $76,768-27.6% | $56,287-1.3% |
| Participation rate | 42.5% | 75.2%-32.7pp | 77.0%-34.5pp | 69.9%-27.4pp |
| Annual return | 12.01% | 6.62%+5.4pp | 2.43%+9.6pp | -9.96%+22.0pp |
| Employer contribution / active EE | $490 | $1,759-72.2% | $2,485-80.3% | $2,111-76.8% |
| Participant deferral / active EE | $1,545 | $3,255-52.5% | $3,852-59.9% | $3,350-53.9% |
| Admin fee / account holder | $2,698 | $489+451.6% | $6,675-59.6% | $521+417.9% |