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 | $52,349 | $53,777-2.7% | $134,143-61.0% | $79,858-34.4% |
| Participation rate | 47.6% | 58.8%-11.2pp | 72.2%-24.6pp | 69.6%-22.0pp |
| Annual return | 14.77% | 19.01%-4.2pp | 36.33%-21.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $713 | $1,321-46.1% | $3,704-80.8% | $2,471-71.2% |
| Participant deferral / active EE | $1,181 | $2,420-51.2% | $3,499-66.3% | $3,740-68.4% |
| Admin fee / account holder | $1,012 | $3,984-74.6% | $6,684-84.9% | $5,306-80.9% |