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 | $55,458 | $57,651-3.8% | $112,229-50.6% | $71,457-22.4% |
| Participation rate | 19.0% | 58.9%-39.9pp | 72.4%-53.4pp | 67.9%-48.9pp |
| Annual return | 18.53% | 18.32%+0.2pp | 30.20%-11.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $483 | $1,913-74.8% | $3,430-85.9% | $2,588-81.3% |
| Participant deferral / active EE | $1,383 | $2,863-51.7% | $4,798-71.2% | $4,289-67.8% |
| Admin fee / account holder | $2,460 | $1,581+55.6% | $7,748-68.2% | $1,587+55.0% |