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 | $50,095 | $53,777-6.8% | $134,143-62.7% | $79,858-37.3% |
| Participation rate | 37.9% | 58.8%-20.8pp | 72.2%-34.2pp | 69.6%-31.7pp |
| Annual return | 12.30% | 19.01%-6.7pp | 36.33%-24.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $243 | $1,321-81.6% | $3,704-93.4% | $2,471-90.2% |
| Participant deferral / active EE | $994 | $2,420-58.9% | $3,499-71.6% | $3,740-73.4% |
| Admin fee / account holder | $4,736 | $3,984+18.9% | $6,684-29.1% | $5,306-10.7% |