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 | $56,865 | $58,512-2.8% | $84,015-32.3% | $72,985-22.1% |
| Participation rate | 42.4% | 61.2%-18.8pp | 69.0%-26.6pp | 69.5%-27.1pp |
| Annual return | 22.11% | 28.93%-6.8pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,438 | $1,163+23.6% | $1,983-27.5% | $2,440-41.1% |
| Participant deferral / active EE | $3,122 | $2,394+30.4% | $3,239-3.6% | $3,607-13.4% |
| Admin fee / account holder | $1,944 | $4,569-57.4% | $6,101-68.1% | $5,124-62.1% |