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 | $56,655 | $60,022-5.6% | $88,946-36.3% | $84,808-33.2% |
| Participation rate | 53.4% | 57.8%-4.4pp | 68.8%-15.4pp | 68.3%-14.9pp |
| Annual return | 13.78% | 22.43%-8.6pp | 57.82%-44.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $739 | $1,703-56.6% | $2,555-71.1% | $2,631-71.9% |
| Participant deferral / active EE | $1,594 | $3,114-48.8% | $4,581-65.2% | $4,212-62.1% |
| Admin fee / account holder | $2,919 | $4,811-39.3% | $8,261-64.7% | $7,344-60.2% |