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 | $21,541 | $58,851-63.4% | $115,157-81.3% | $72,985-70.5% |
| Participation rate | 52.9% | 65.5%-12.6pp | 75.9%-23.0pp | 69.5%-16.5pp |
| Annual return | 23.90% | 23.16%+0.7pp | 35.60%-11.7pp | 81.00%-57.1pp |
| Employer contribution / active EE | $950 | $1,798-47.1% | $3,179-70.1% | $2,440-61.0% |
| Participant deferral / active EE | $1,544 | $2,643-41.6% | $4,168-63.0% | $3,607-57.2% |
| Admin fee / account holder | $2,623 | $6,370-58.8% | $7,088-63.0% | $5,124-48.8% |