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 | $62,351 | $91,552-31.9% | $133,956-53.5% | $79,858-21.9% |
| Participation rate | 41.1% | 73.3%-32.3pp | 79.8%-38.8pp | 69.6%-28.6pp |
| Annual return | 21.54% | 61.85%-40.3pp | 45.09%-23.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $777 | $2,384-67.4% | $3,919-80.2% | $2,471-68.6% |
| Participant deferral / active EE | $2,898 | $3,733-22.4% | $5,048-42.6% | $3,740-22.5% |
| Admin fee / account holder | $1,607 | $6,321-74.6% | $8,927-82.0% | $5,306-69.7% |