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 | $46,519 | $68,719-32.3% | $91,541-49.2% | $84,808-45.1% |
| Participation rate | 28.6% | 64.5%-35.9pp | 69.8%-41.2pp | 68.3%-39.7pp |
| Annual return | 13.97% | 19.12%-5.1pp | 20.50%-6.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $918 | $1,920-52.2% | $2,505-63.4% | $2,631-65.1% |
| Participant deferral / active EE | $1,969 | $3,136-37.2% | $4,008-50.9% | $4,212-53.2% |
| Admin fee / account holder | $34,990 | $5,786+504.7% | $6,956+403.0% | $7,344+376.5% |