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 | $52,343 | $78,422-33.3% | $95,952-45.4% | $79,858-34.5% |
| Participation rate | 43.5% | 73.5%-29.9pp | 77.1%-33.5pp | 69.6%-26.1pp |
| Annual return | 11.01% | 19.37%-8.4pp | 91.61%-80.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $683 | $1,945-64.9% | $2,541-73.1% | $2,471-72.3% |
| Participant deferral / active EE | $1,938 | $3,440-43.6% | $4,167-53.5% | $3,740-48.2% |
| Admin fee / account holder | $6,923 | $5,622+23.1% | $6,795+1.9% | $5,306+30.5% |