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 | $38,280 | $59,839-36.0% | $81,983-53.3% | $79,858-52.1% |
| Participation rate | 69.8% | 61.6%+8.2pp | 69.2%+0.5pp | 69.6%+0.1pp |
| Annual return | 10.73% | 17.56%-6.8pp | 41.31%-30.6pp | 31.71%-21.0pp |
| Employer contribution / active EE | $389 | $1,713-77.3% | $2,498-84.4% | $2,471-84.3% |
| Participant deferral / active EE | $2,130 | $2,695-21.0% | $3,722-42.8% | $3,740-43.1% |
| Admin fee / account holder | $2,963 | $4,287-30.9% | $5,664-47.7% | $5,306-44.2% |