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 | $50,809 | $60,022-15.4% | $88,946-42.9% | $84,808-40.1% |
| Participation rate | 21.6% | 57.8%-36.2pp | 68.8%-47.2pp | 68.3%-46.7pp |
| Annual return | 16.49% | 22.43%-5.9pp | 57.82%-41.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $832 | $1,703-51.1% | $2,555-67.4% | $2,631-68.4% |
| Participant deferral / active EE | $1,648 | $3,114-47.1% | $4,581-64.0% | $4,212-60.9% |
| Admin fee / account holder | $3,569 | $4,811-25.8% | $8,261-56.8% | $7,344-51.4% |