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 | $64,961 | $94,625-31.3% | $116,228-44.1% | $84,808-23.4% |
| Participation rate | 53.8% | 70.4%-16.6pp | 74.6%-20.7pp | 68.3%-14.5pp |
| Annual return | 15.56% | 20.40%-4.8pp | 90.06%-74.5pp | 40.90%-25.3pp |
| Employer contribution / active EE | $840 | $2,347-64.2% | $2,994-72.0% | $2,631-68.1% |
| Participant deferral / active EE | $2,921 | $3,972-26.5% | $4,953-41.0% | $4,212-30.6% |
| Admin fee / account holder | $9,319 | $10,091-7.7% | $11,989-22.3% | $7,344+26.9% |