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 | $60,225 | $74,927-19.6% | $101,794-40.8% | $84,808-29.0% |
| Participation rate | 46.3% | 61.4%-15.1pp | 69.2%-22.8pp | 68.3%-22.0pp |
| Annual return | 14.79% | 18.70%-3.9pp | 30.53%-15.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $653 | $1,522-57.1% | $2,289-71.5% | $2,631-75.2% |
| Participant deferral / active EE | $2,628 | $3,099-15.2% | $4,084-35.7% | $4,212-37.6% |
| Admin fee / account holder | $2,420 | $6,514-62.8% | $8,777-72.4% | $7,344-67.0% |