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 | $49,114 | $60,022-18.2% | $88,946-44.8% | $84,808-42.1% |
| Participation rate | 45.8% | 57.8%-12.1pp | 68.8%-23.1pp | 68.3%-22.5pp |
| Annual return | 14.29% | 22.43%-8.1pp | 57.82%-43.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $443 | $1,703-74.0% | $2,555-82.6% | $2,631-83.1% |
| Participant deferral / active EE | $2,384 | $3,114-23.5% | $4,581-48.0% | $4,212-43.4% |
| Admin fee / account holder | $1,300 | $4,811-73.0% | $8,261-84.3% | $7,344-82.3% |