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 | $51,108 | $91,552-44.2% | $133,956-61.8% | $79,858-36.0% |
| Participation rate | 55.4% | 73.3%-17.9pp | 79.8%-24.4pp | 69.6%-14.2pp |
| Annual return | 24.19% | 61.85%-37.7pp | 45.09%-20.9pp | 31.71%-7.5pp |
| Employer contribution / active EE | $695 | $2,384-70.9% | $3,919-82.3% | $2,471-71.9% |
| Participant deferral / active EE | $1,987 | $3,733-46.8% | $5,048-60.6% | $3,740-46.9% |
| Admin fee / account holder | $4,928 | $6,321-22.0% | $8,927-44.8% | $5,306-7.1% |