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 | $29,348 | $52,580-44.2% | $71,671-59.1% | $70,131-58.2% |
| Participation rate | 45.9% | 60.9%-14.9pp | 68.7%-22.8pp | 69.5%-23.6pp |
| Annual return | 17.20% | 20.25%-3.1pp | 20.65%-3.5pp | 73.14%-55.9pp |
| Employer contribution / active EE | $455 | $1,616-71.9% | $2,460-81.5% | $2,342-80.6% |
| Participant deferral / active EE | $1,238 | $2,386-48.1% | $3,438-64.0% | $3,332-62.8% |
| Admin fee / account holder | $1,181 | $3,653-67.7% | $5,558-78.8% | $4,645-74.6% |