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 | $55,369 | $67,411-17.9% | $91,001-39.2% | $70,131-21.0% |
| Participation rate | 61.2% | 71.4%-10.1pp | 75.6%-14.4pp | 69.5%-8.3pp |
| Annual return | 19.38% | -40.16%+59.5pp | 4.60%+14.8pp | 73.14%-53.8pp |
| Employer contribution / active EE | $647 | $1,786-63.8% | $2,456-73.6% | $2,342-72.4% |
| Participant deferral / active EE | $3,237 | $2,823+14.7% | $3,547-8.8% | $3,332-2.8% |
| Admin fee / account holder | $459 | $4,236-89.2% | $5,417-91.5% | $4,645-90.1% |