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 | $50,238 | $68,914-27.1% | $136,749-63.3% | $74,304-32.4% |
| Participation rate | 27.4% | 51.3%-23.9pp | 72.1%-44.7pp | 60.3%-32.9pp |
| Annual return | 17.02% | 16.34%+0.7pp | 24.33%-7.3pp | 29.43%-12.4pp |
| Employer contribution / active EE | $823 | $1,561-47.3% | $3,400-75.8% | $2,241-63.3% |
| Participant deferral / active EE | $1,581 | $2,541-37.8% | $4,692-66.3% | $3,767-58.0% |
| Admin fee / account holder | $4,942 | $3,149+56.9% | $11,386-56.6% | $2,969+66.4% |