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 | $67,636 | $86,929-22.2% | $102,423-34.0% | $80,856-16.4% |
| Participation rate | 62.7% | 72.4%-9.7pp | 76.5%-13.8pp | 67.6%-5.0pp |
| Annual return | 10.76% | 18.88%-8.1pp | 29.32%-18.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $872 | $2,369-63.2% | $3,023-71.2% | $2,755-68.4% |
| Participant deferral / active EE | $2,402 | $4,118-41.7% | $5,053-52.5% | $4,296-44.1% |
| Admin fee / account holder | $4,701 | $8,049-41.6% | $9,451-50.3% | $6,918-32.1% |