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 | $56,675 | $74,927-24.4% | $101,794-44.3% | $84,808-33.2% |
| Participation rate | 38.7% | 61.4%-22.7pp | 69.2%-30.5pp | 68.3%-29.6pp |
| Annual return | 13.10% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $583 | $1,522-61.7% | $2,289-74.5% | $2,631-77.8% |
| Participant deferral / active EE | $1,531 | $3,099-50.6% | $4,084-62.5% | $4,212-63.6% |
| Admin fee / account holder | $6,129 | $6,514-5.9% | $8,777-30.2% | $7,344-16.5% |