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 | $51,476 | $76,367-32.6% | $93,606-45.0% | $72,985-29.5% |
| Participation rate | 61.8% | 71.7%-9.9pp | 75.8%-14.0pp | 69.5%-7.6pp |
| Annual return | 19.42% | 25.82%-6.4pp | 32.76%-13.3pp | 81.00%-61.6pp |
| Employer contribution / active EE | $656 | $2,275-71.2% | $2,718-75.9% | $2,440-73.1% |
| Participant deferral / active EE | $2,165 | $3,538-38.8% | $4,069-46.8% | $3,607-40.0% |
| Admin fee / account holder | $8,794 | $6,838+28.6% | $7,888+11.5% | $5,124+71.6% |