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 | $50,198 | $58,523-14.2% | $99,443-49.5% | $72,985-31.2% |
| Participation rate | 48.1% | 64.6%-16.6pp | 73.8%-25.8pp | 69.5%-21.4pp |
| Annual return | 18.10% | 28.51%-10.4pp | 30.72%-12.6pp | 81.00%-62.9pp |
| Employer contribution / active EE | $535 | $1,512-64.6% | $2,540-78.9% | $2,440-78.1% |
| Participant deferral / active EE | $1,095 | $2,606-58.0% | $3,619-69.7% | $3,607-69.6% |
| Admin fee / account holder | $1,003 | $4,102-75.5% | $6,250-83.9% | $5,124-80.4% |