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 | $60,835 | $84,556-28.1% | $116,228-47.7% | $74,304-18.1% |
| Participation rate | 47.6% | 66.0%-18.5pp | 74.6%-27.0pp | 60.3%-12.8pp |
| Annual return | 13.68% | 18.35%-4.7pp | 90.06%-76.4pp | 29.43%-15.7pp |
| Employer contribution / active EE | $805 | $2,168-62.9% | $2,994-73.1% | $2,241-64.1% |
| Participant deferral / active EE | $4,131 | $3,814+8.3% | $4,953-16.6% | $3,767+9.7% |
| Admin fee / account holder | $2,904 | $3,792-23.4% | $11,989-75.8% | $2,969-2.2% |