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 | $45,621 | $60,892-25.1% | $82,389-44.6% | $84,808-46.2% |
| Participation rate | 62.7% | 63.3%-0.6pp | 69.5%-6.9pp | 68.3%-5.6pp |
| Annual return | 14.48% | 37.29%-22.8pp | 28.67%-14.2pp | 40.90%-26.4pp |
| Employer contribution / active EE | $998 | $1,779-43.9% | $2,517-60.4% | $2,631-62.1% |
| Participant deferral / active EE | $1,937 | $3,179-39.1% | $4,155-53.4% | $4,212-54.0% |
| Admin fee / account holder | $3,578 | $5,467-34.6% | $7,231-50.5% | $7,344-51.3% |