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 | $54,657 | $88,707-38.4% | $74,183-26.3% | $273,961-80.0% |
| Participation rate | 57.9% | 79.4%-21.6pp | 76.6%-18.7pp | 83.0%-25.1pp |
| Annual return | 7.40% | 11.94%-4.5pp | 17.74%-10.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $781 | $3,159-75.3% | $2,370-67.0% | $4,869-84.0% |
| Participant deferral / active EE | $1,359 | $4,212-67.7% | $3,550-61.7% | $5,287-74.3% |
| Admin fee / account holder | $1,947 | $8,717-77.7% | $5,586-65.1% | $10,132-80.8% |