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 | $52,239 | $57,016-8.4% | $84,966-38.5% | $80,856-35.4% |
| Participation rate | 52.2% | 56.3%-4.2pp | 67.5%-15.3pp | 67.6%-15.5pp |
| Annual return | 14.89% | 21.66%-6.8pp | 66.38%-51.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $717 | $1,798-60.1% | $2,727-73.7% | $2,755-74.0% |
| Participant deferral / active EE | $1,703 | $3,110-45.2% | $4,519-62.3% | $4,296-60.4% |
| Admin fee / account holder | $1,963 | $4,980-60.6% | $6,149-68.1% | $6,918-71.6% |