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 | $35,615 | $54,762-35.0% | $90,281-60.6% | $72,985-51.2% |
| Participation rate | 61.8% | 65.1%-3.4pp | 73.3%-11.5pp | 69.5%-7.7pp |
| Annual return | 20.28% | 30.63%-10.3pp | 78.10%-57.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $559 | $2,092-73.3% | $2,854-80.4% | $2,440-77.1% |
| Participant deferral / active EE | $1,988 | $2,887-31.1% | $3,885-48.8% | $3,607-44.9% |
| Admin fee / account holder | $1,587 | $3,972-60.0% | $5,351-70.3% | $5,124-69.0% |