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 | $52,051 | $76,367-31.8% | $93,606-44.4% | $72,985-28.7% |
| Participation rate | 59.1% | 71.7%-12.7pp | 75.8%-16.7pp | 69.5%-10.4pp |
| Annual return | 23.60% | 25.82%-2.2pp | 32.76%-9.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $802 | $2,275-64.7% | $2,718-70.5% | $2,440-67.1% |
| Participant deferral / active EE | $2,603 | $3,538-26.4% | $4,069-36.0% | $3,607-27.8% |
| Admin fee / account holder | $1,504 | $6,838-78.0% | $7,888-80.9% | $5,124-70.6% |