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 | $31,063 | $52,580-40.9% | $71,671-56.7% | $70,131-55.7% |
| Participation rate | 66.7% | 60.9%+5.8pp | 68.7%-2.1pp | 69.5%-2.9pp |
| Annual return | 16.55% | 20.25%-3.7pp | 20.65%-4.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,098 | $1,616-32.1% | $2,460-55.4% | $2,342-53.1% |
| Participant deferral / active EE | $1,923 | $2,386-19.4% | $3,438-44.1% | $3,332-42.3% |
| Admin fee / account holder | $1,310 | $3,653-64.1% | $5,558-76.4% | $4,645-71.8% |