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 | $65,453 | $74,927-12.6% | $101,794-35.7% | $84,808-22.8% |
| Participation rate | 45.4% | 61.4%-16.0pp | 69.2%-23.8pp | 68.3%-23.0pp |
| Annual return | 15.39% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $784 | $1,522-48.5% | $2,289-65.8% | $2,631-70.2% |
| Participant deferral / active EE | $2,494 | $3,099-19.5% | $4,084-38.9% | $4,212-40.8% |
| Admin fee / account holder | $4,303 | $6,514-33.9% | $8,777-51.0% | $7,344-41.4% |