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 | $57,231 | $91,190-37.2% | $178,490-67.9% | $79,858-28.3% |
| Participation rate | 36.4% | 69.2%-32.8pp | 81.9%-45.6pp | 69.6%-33.3pp |
| Annual return | 17.26% | 24.19%-6.9pp | 151.07%-133.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $641 | $3,256-80.3% | $5,011-87.2% | $2,471-74.0% |
| Participant deferral / active EE | $2,251 | $3,236-30.4% | $5,202-56.7% | $3,740-39.8% |
| Admin fee / account holder | $980 | $6,751-85.5% | $13,984-93.0% | $5,306-81.5% |