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 | $56,011 | $57,828-3.1% | $117,039-52.1% | $70,131-20.1% |
| Participation rate | 34.4% | 67.1%-32.7pp | 77.2%-42.8pp | 69.5%-35.2pp |
| Annual return | 16.15% | 17.55%-1.4pp | 18.95%-2.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $735 | $1,816-59.5% | $3,785-80.6% | $2,342-68.6% |
| Participant deferral / active EE | $1,694 | $2,438-30.5% | $3,929-56.9% | $3,332-49.1% |
| Admin fee / account holder | $27,581 | $3,548+677.3% | $5,974+361.7% | $4,645+493.7% |