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 | $49,089 | $37,426+31.2% | $77,482-36.6% | $79,858-38.5% |
| Participation rate | 30.3% | 41.5%-11.2pp | 54.2%-23.9pp | 69.6%-39.3pp |
| Annual return | 14.87% | 39.70%-24.8pp | 54.79%-39.9pp | 31.71%-16.8pp |
| Employer contribution / active EE | $335 | $637-47.3% | $986-66.0% | $2,471-86.4% |
| Participant deferral / active EE | $1,612 | $1,260+27.9% | $1,861-13.4% | $3,740-56.9% |
| Admin fee / account holder | $1,472 | $2,504-41.2% | $2,858-48.5% | $5,306-72.3% |