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 | $59,234 | $80,717-26.6% | $154,803-61.7% | $84,808-30.2% |
| Participation rate | 39.7% | 66.8%-27.1pp | 78.1%-38.4pp | 68.3%-28.6pp |
| Annual return | 25.53% | 37.96%-12.4pp | 58.88%-33.4pp | 40.90%-15.4pp |
| Employer contribution / active EE | $649 | $2,761-76.5% | $4,305-84.9% | $2,631-75.3% |
| Participant deferral / active EE | $2,725 | $3,303-17.5% | $5,540-50.8% | $4,212-35.3% |
| Admin fee / account holder | $6,161 | $6,746-8.7% | $14,329-57.0% | $7,344-16.1% |