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 | $58,321 | $72,012-19.0% | $185,823-68.6% | $79,858-27.0% |
| Participation rate | 29.0% | 65.8%-36.7pp | 78.0%-49.0pp | 69.6%-40.6pp |
| Annual return | 15.98% | 23.12%-7.1pp | 35.95%-20.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $813 | $1,965-58.6% | $4,087-80.1% | $2,471-67.1% |
| Participant deferral / active EE | $2,471 | $3,779-34.6% | $5,632-56.1% | $3,740-33.9% |
| Admin fee / account holder | $3,185 | $4,513-29.4% | $9,500-66.5% | $5,306-40.0% |