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 | $62,849 | $66,098-4.9% | $101,794-38.3% | $74,304-15.4% |
| Participation rate | 23.9% | 53.8%-29.9pp | 69.2%-45.3pp | 60.3%-36.5pp |
| Annual return | 15.21% | 19.59%-4.4pp | 30.53%-15.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $806 | $1,082-25.4% | $2,289-64.8% | $2,241-64.0% |
| Participant deferral / active EE | $1,494 | $2,781-46.3% | $4,084-63.4% | $3,767-60.3% |
| Admin fee / account holder | $1,899 | $4,146-54.2% | $8,777-78.4% | $2,969-36.0% |