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 | $60,023 | $74,927-19.9% | $101,794-41.0% | $84,808-29.2% |
| Participation rate | 42.3% | 61.4%-19.1pp | 69.2%-26.9pp | 68.3%-26.0pp |
| Annual return | 14.11% | 18.70%-4.6pp | 30.53%-16.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $728 | $1,522-52.2% | $2,289-68.2% | $2,631-72.3% |
| Participant deferral / active EE | $1,921 | $3,099-38.0% | $4,084-53.0% | $4,212-54.4% |
| Admin fee / account holder | $22,060 | $6,514+238.7% | $8,777+151.3% | $7,344+200.4% |