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 9-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 | $54,346 | $68,719-20.9% | $91,541-40.6% | $84,808-35.9% |
| Participation rate | 36.1% | 64.5%-28.4pp | 69.8%-33.7pp | 68.3%-32.2pp |
| Annual return | 15.78% | 19.12%-3.3pp | 20.50%-4.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $476 | $1,920-75.2% | $2,505-81.0% | $2,631-81.9% |
| Participant deferral / active EE | $2,221 | $3,136-29.2% | $4,008-44.6% | $4,212-47.3% |
| Admin fee / account holder | $726 | $5,786-87.5% | $6,956-89.6% | $7,344-90.1% |