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 | $57,010 | $76,367-25.3% | $93,606-39.1% | $72,985-21.9% |
| Participation rate | 48.3% | 71.7%-23.5pp | 75.8%-27.6pp | 69.5%-21.2pp |
| Annual return | 19.54% | 25.82%-6.3pp | 32.76%-13.2pp | 81.00%-61.5pp |
| Employer contribution / active EE | $938 | $2,275-58.8% | $2,718-65.5% | $2,440-61.5% |
| Participant deferral / active EE | $4,589 | $3,538+29.7% | $4,069+12.8% | $3,607+27.2% |
| Admin fee / account holder | $1,032 | $6,838-84.9% | $7,888-86.9% | $5,124-79.9% |