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 8-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 | $50,003 | $74,927-33.3% | $101,794-50.9% | $84,808-41.0% |
| Participation rate | 34.5% | 61.4%-26.9pp | 69.2%-34.7pp | 68.3%-33.8pp |
| Annual return | 15.58% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $824 | $1,522-45.8% | $2,289-64.0% | $2,631-68.7% |
| Participant deferral / active EE | $2,525 | $3,099-18.5% | $4,084-38.2% | $4,212-40.1% |
| Admin fee / account holder | $2,592 | $6,514-60.2% | $8,777-70.5% | $7,344-64.7% |