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 | $49,807 | $58,512-14.9% | $84,015-40.7% | $72,985-31.8% |
| Participation rate | 30.2% | 61.2%-31.0pp | 69.0%-38.8pp | 69.5%-39.3pp |
| Annual return | 19.65% | 28.93%-9.3pp | 71.31%-51.7pp | 81.00%-61.4pp |
| Employer contribution / active EE | $242 | $1,163-79.2% | $1,983-87.8% | $2,440-90.1% |
| Participant deferral / active EE | $1,160 | $2,394-51.6% | $3,239-64.2% | $3,607-67.9% |
| Admin fee / account holder | $2,245 | $4,569-50.9% | $6,101-63.2% | $5,124-56.2% |