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 | $48,504 | $79,944-39.3% | $98,439-50.7% | $75,163-35.5% |
| Participation rate | 30.6% | 70.4%-39.8pp | 75.2%-44.5pp | 67.2%-36.6pp |
| Annual return | 22.95% | 19.75%+3.2pp | 21.16%+1.8pp | 160.62%-137.7pp |
| Employer contribution / active EE | $622 | $2,264-72.5% | $3,048-79.6% | $2,670-76.7% |
| Participant deferral / active EE | $2,318 | $3,752-38.2% | $4,738-51.1% | $4,125-43.8% |
| Admin fee / account holder | $1,601 | $6,840-76.6% | $8,948-82.1% | $5,651-71.7% |