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 | $60,966 | $80,717-24.5% | $154,803-60.6% | $84,808-28.1% |
| Participation rate | 36.1% | 66.8%-30.7pp | 78.1%-42.0pp | 68.3%-32.2pp |
| Annual return | 14.96% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $599 | $2,761-78.3% | $4,305-86.1% | $2,631-77.2% |
| Participant deferral / active EE | $2,433 | $3,303-26.3% | $5,540-56.1% | $4,212-42.2% |
| Admin fee / account holder | $1,388 | $6,746-79.4% | $14,329-90.3% | $7,344-81.1% |