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 | $50,525 | $55,706-9.3% | $75,886-33.4% | $72,985-30.8% |
| Participation rate | 52.6% | 61.1%-8.5pp | 69.3%-16.7pp | 69.5%-16.9pp |
| Annual return | 21.53% | 27.59%-6.1pp | 30.76%-9.2pp | 81.00%-59.5pp |
| Employer contribution / active EE | $630 | $1,687-62.6% | $2,500-74.8% | $2,440-74.2% |
| Participant deferral / active EE | $2,318 | $2,634-12.0% | $3,603-35.7% | $3,607-35.7% |
| Admin fee / account holder | $3,811 | $3,978-4.2% | $5,418-29.7% | $5,124-25.6% |