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 | $62,237 | $77,314-19.5% | $177,989-65.0% | $80,856-23.0% |
| Participation rate | 48.4% | 65.7%-17.3pp | 77.1%-28.7pp | 67.6%-19.3pp |
| Annual return | 12.73% | 18.09%-5.4pp | 294.48%-281.8pp | 35.59%-22.9pp |
| Employer contribution / active EE | $840 | $2,292-63.3% | $3,949-78.7% | $2,755-69.5% |
| Participant deferral / active EE | $1,596 | $4,411-63.8% | $6,276-74.6% | $4,296-62.8% |
| Admin fee / account holder | $4,494 | $7,191-37.5% | $10,363-56.6% | $6,918-35.0% |