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 | $49,906 | $74,927-33.4% | $101,794-51.0% | $84,808-41.2% |
| Participation rate | 32.1% | 61.4%-29.3pp | 69.2%-37.1pp | 68.3%-36.2pp |
| Annual return | 15.71% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $702 | $1,522-53.8% | $2,289-69.3% | $2,631-73.3% |
| Participant deferral / active EE | $1,463 | $3,099-52.8% | $4,084-64.2% | $4,212-65.3% |
| Admin fee / account holder | $3,271 | $6,514-49.8% | $8,777-62.7% | $7,344-55.5% |