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 | $59,440 | $60,892-2.4% | $82,389-27.9% | $84,808-29.9% |
| Participation rate | 41.5% | 63.3%-21.8pp | 69.5%-28.0pp | 68.3%-26.8pp |
| Annual return | 15.75% | 37.29%-21.5pp | 28.67%-12.9pp | 40.90%-25.1pp |
| Employer contribution / active EE | $741 | $1,779-58.3% | $2,517-70.5% | $2,631-71.8% |
| Participant deferral / active EE | $2,201 | $3,179-30.7% | $4,155-47.0% | $4,212-47.7% |
| Admin fee / account holder | $4,033 | $5,467-26.2% | $7,231-44.2% | $7,344-45.1% |