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 | $45,790 | $80,717-43.3% | $154,803-70.4% | $84,808-46.0% |
| Participation rate | 69.8% | 66.8%+3.0pp | 78.1%-8.3pp | 68.3%+1.5pp |
| Annual return | 16.08% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $799 | $2,761-71.1% | $4,305-81.4% | $2,631-69.6% |
| Participant deferral / active EE | $3,636 | $3,303+10.1% | $5,540-34.4% | $4,212-13.7% |
| Admin fee / account holder | $4,386 | $6,746-35.0% | $14,329-69.4% | $7,344-40.3% |