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 | $61,774 | $73,004-15.4% | $90,749-31.9% | $68,494-9.8% |
| Participation rate | 38.8% | 70.8%-32.0pp | 75.7%-36.9pp | 67.9%-29.1pp |
| Annual return | 27.74% | -13.81%+41.6pp | -12.16%+39.9pp | -7.84%+35.6pp |
| Employer contribution / active EE | $839 | $2,193-61.7% | $2,921-71.3% | $2,596-67.7% |
| Participant deferral / active EE | $2,123 | $3,627-41.5% | $4,564-53.5% | $4,027-47.3% |
| Admin fee / account holder | $1,022 | $5,896-82.7% | $8,445-87.9% | $5,403-81.1% |