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 | $59,240 | $80,673-26.6% | $101,326-41.5% | $84,808-30.1% |
| Participation rate | 53.6% | 77.8%-24.2pp | 81.5%-27.9pp | 68.3%-14.7pp |
| Annual return | 16.57% | 38.95%-22.4pp | 36.82%-20.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $952 | $2,698-64.7% | $3,665-74.0% | $2,631-63.8% |
| Participant deferral / active EE | $3,991 | $6,840-41.7% | $7,994-50.1% | $4,212-5.2% |
| Admin fee / account holder | $2,727 | $12,784-78.7% | $11,185-75.6% | $7,344-62.9% |