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 | $54,794 | $58,512-6.4% | $84,015-34.8% | $72,985-24.9% |
| Participation rate | 41.2% | 61.2%-20.1pp | 69.0%-27.8pp | 69.5%-28.3pp |
| Annual return | 20.93% | 28.93%-8.0pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $746 | $1,163-35.8% | $1,983-62.4% | $2,440-69.4% |
| Participant deferral / active EE | $2,607 | $2,394+8.9% | $3,239-19.5% | $3,607-27.7% |
| Admin fee / account holder | $562 | $4,569-87.7% | $6,101-90.8% | $5,124-89.0% |