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 | $49,338 | $52,580-6.2% | $71,671-31.2% | $70,131-29.6% |
| Participation rate | 52.9% | 60.9%-7.9pp | 68.7%-15.8pp | 69.5%-16.6pp |
| Annual return | 17.20% | 20.25%-3.1pp | 20.65%-3.5pp | 73.14%-55.9pp |
| Employer contribution / active EE | $597 | $1,616-63.1% | $2,460-75.7% | $2,342-74.5% |
| Participant deferral / active EE | $2,632 | $2,386+10.3% | $3,438-23.4% | $3,332-21.0% |
| Admin fee / account holder | $987 | $3,653-73.0% | $5,558-82.2% | $4,645-78.7% |