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 | $50,882 | $80,717-37.0% | $154,803-67.1% | $84,808-40.0% |
| Participation rate | 58.0% | 66.8%-8.8pp | 78.1%-20.1pp | 68.3%-10.3pp |
| Annual return | 14.90% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $698 | $2,761-74.7% | $4,305-83.8% | $2,631-73.5% |
| Participant deferral / active EE | $3,221 | $3,303-2.5% | $5,540-41.9% | $4,212-23.5% |
| Admin fee / account holder | $4,802 | $6,746-28.8% | $14,329-66.5% | $7,344-34.6% |