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 | $45,404 | $109,413-58.5% | $156,263-70.9% | $84,808-46.5% |
| Participation rate | 56.0% | 72.7%-16.7pp | 78.9%-22.9pp | 68.3%-12.3pp |
| Annual return | 16.70% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $945 | $2,907-67.5% | $4,333-78.2% | $2,631-64.1% |
| Participant deferral / active EE | $2,276 | $4,590-50.4% | $6,158-63.0% | $4,212-46.0% |
| Admin fee / account holder | $2,066 | $9,357-77.9% | $14,255-85.5% | $7,344-71.9% |