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 | $46,785 | $67,606-30.8% | $82,313-43.2% | $70,131-33.3% |
| Participation rate | 52.5% | 72.8%-20.3pp | 76.9%-24.4pp | 69.5%-17.0pp |
| Annual return | 14.25% | 21.57%-7.3pp | 25.88%-11.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $503 | $1,755-71.3% | $2,428-79.3% | $2,342-78.5% |
| Participant deferral / active EE | $2,085 | $2,987-30.2% | $3,706-43.7% | $3,332-37.4% |
| Admin fee / account holder | $17,838 | $4,512+295.3% | $5,608+218.1% | $4,645+284.0% |