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 | $57,565 | $116,175-50.4% | $93,606-38.5% | $152,861-62.3% |
| Participation rate | 40.0% | 78.0%-38.0pp | 75.8%-35.8pp | 82.4%-42.4pp |
| Annual return | 19.34% | 35.96%-16.6pp | 32.76%-13.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $651 | $3,218-79.8% | $2,718-76.1% | $4,762-86.3% |
| Participant deferral / active EE | $3,821 | $4,603-17.0% | $4,069-6.1% | $5,850-34.7% |
| Admin fee / account holder | $5,818 | $10,748-45.9% | $7,888-26.2% | $11,596-49.8% |