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 | $53,345 | $65,041-18.0% | $90,951-41.3% | $79,858-33.2% |
| Participation rate | 33.7% | 61.6%-27.9pp | 69.0%-35.3pp | 69.6%-35.9pp |
| Annual return | 15.35% | 30.45%-15.1pp | 134.60%-119.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $795 | $1,247-36.2% | $2,122-62.5% | $2,471-67.8% |
| Participant deferral / active EE | $1,302 | $2,512-48.2% | $3,373-61.4% | $3,740-65.2% |
| Admin fee / account holder | $721 | $4,536-84.1% | $5,959-87.9% | $5,306-86.4% |