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 | $52,466 | $64,480-18.6% | $81,382-35.5% | $80,856-35.1% |
| Participation rate | 22.2% | 63.9%-41.6pp | 69.5%-47.3pp | 67.6%-45.4pp |
| Annual return | 12.51% | 16.34%-3.8pp | 24.73%-12.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $791 | $1,978-60.0% | $2,463-67.9% | $2,755-71.3% |
| Participant deferral / active EE | $2,069 | $3,094-33.1% | $3,883-46.7% | $4,296-51.8% |
| Admin fee / account holder | $7,939 | $5,671+40.0% | $5,768+37.6% | $6,918+14.8% |