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 | $36,229 | $72,277-49.9% | $101,248-64.2% | $79,858-54.6% |
| Participation rate | 54.5% | 68.5%-13.9pp | 75.8%-21.3pp | 69.6%-15.1pp |
| Annual return | 25.25% | 22.30%+2.9pp | 46.47%-21.2pp | 31.71%-6.5pp |
| Employer contribution / active EE | $926 | $2,692-65.6% | $3,660-74.7% | $2,471-62.5% |
| Participant deferral / active EE | $2,198 | $3,282-33.0% | $4,370-49.7% | $3,740-41.2% |
| Admin fee / account holder | $891 | $4,400-79.7% | $5,945-85.0% | $5,306-83.2% |