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 | $52,176 | $74,927-30.4% | $101,794-48.7% | $84,808-38.5% |
| Participation rate | 42.6% | 61.4%-18.8pp | 69.2%-26.6pp | 68.3%-25.7pp |
| Annual return | 17.90% | 18.70%-0.8pp | 30.53%-12.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $881 | $1,522-42.1% | $2,289-61.5% | $2,631-66.5% |
| Participant deferral / active EE | $3,204 | $3,099+3.4% | $4,084-21.6% | $4,212-23.9% |
| Admin fee / account holder | $1,793 | $6,514-72.5% | $8,777-79.6% | $7,344-75.6% |