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 | $50,216 | $80,717-37.8% | $154,803-67.6% | $84,808-40.8% |
| Participation rate | 38.1% | 66.8%-28.7pp | 78.1%-40.0pp | 68.3%-30.2pp |
| Annual return | 17.78% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $572 | $2,761-79.3% | $4,305-86.7% | $2,631-78.3% |
| Participant deferral / active EE | $1,854 | $3,303-43.9% | $5,540-66.5% | $4,212-56.0% |
| Admin fee / account holder | $4,761 | $6,746-29.4% | $14,329-66.8% | $7,344-35.2% |