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 | $65,715 | $67,606-2.8% | $82,313-20.2% | $70,131-6.3% |
| Participation rate | 52.1% | 72.8%-20.7pp | 76.9%-24.8pp | 69.5%-17.4pp |
| Annual return | 16.36% | 21.57%-5.2pp | 25.88%-9.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $373 | $1,755-78.7% | $2,428-84.6% | $2,342-84.1% |
| Participant deferral / active EE | $2,413 | $2,987-19.2% | $3,706-34.9% | $3,332-27.6% |
| Admin fee / account holder | $1,435 | $4,512-68.2% | $5,608-74.4% | $4,645-69.1% |