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 | $48,084 | $80,717-40.4% | $154,803-68.9% | $84,808-43.3% |
| Participation rate | 29.5% | 66.8%-37.3pp | 78.1%-48.5pp | 68.3%-38.8pp |
| Annual return | 14.83% | 37.96%-23.1pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $631 | $2,761-77.2% | $4,305-85.3% | $2,631-76.0% |
| Participant deferral / active EE | $1,538 | $3,303-53.4% | $5,540-72.2% | $4,212-63.5% |
| Admin fee / account holder | $3,231 | $6,746-52.1% | $14,329-77.5% | $7,344-56.0% |