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 | $54,495 | $107,452-49.3% | $91,541-40.5% | $142,382-61.7% |
| Participation rate | 18.2% | 75.1%-56.9pp | 69.8%-51.6pp | 80.1%-61.9pp |
| Annual return | 14.85% | 22.06%-7.2pp | 20.50%-5.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $870 | $2,994-70.9% | $2,505-65.3% | $4,299-79.8% |
| Participant deferral / active EE | $1,113 | $4,754-76.6% | $4,008-72.2% | $6,507-82.9% |
| Admin fee / account holder | $1,311 | $8,834-85.2% | $6,956-81.2% | $12,624-89.6% |