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 | $61,615 | $95,803-35.7% | $113,168-45.6% | $84,808-27.3% |
| Participation rate | 43.1% | 72.9%-29.8pp | 76.6%-33.5pp | 68.3%-25.2pp |
| Annual return | 21.57% | 25.00%-3.4pp | 24.27%-2.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $786 | $2,360-66.7% | $2,975-73.6% | $2,631-70.1% |
| Participant deferral / active EE | $2,060 | $4,242-51.4% | $5,107-59.7% | $4,212-51.1% |
| Admin fee / account holder | $6,188 | $8,989-31.2% | $12,068-48.7% | $7,344-15.7% |