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 9-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 | $56,550 | $76,367-25.9% | $93,606-39.6% | $72,985-22.5% |
| Participation rate | 37.1% | 71.7%-34.6pp | 75.8%-38.7pp | 69.5%-32.4pp |
| Annual return | 19.38% | 25.82%-6.4pp | 32.76%-13.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $866 | $2,275-61.9% | $2,718-68.1% | $2,440-64.5% |
| Participant deferral / active EE | $1,575 | $3,538-55.5% | $4,069-61.3% | $3,607-56.4% |
| Admin fee / account holder | $2,367 | $6,838-65.4% | $7,888-70.0% | $5,124-53.8% |