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 | $66,581 | $66,098+0.7% | $101,794-34.6% | $74,304-10.4% |
| Participation rate | 33.1% | 53.8%-20.6pp | 69.2%-36.1pp | 60.3%-27.2pp |
| Annual return | 14.58% | 19.59%-5.0pp | 30.53%-15.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $682 | $1,082-37.0% | $2,289-70.2% | $2,241-69.6% |
| Participant deferral / active EE | $1,890 | $2,781-32.0% | $4,084-53.7% | $3,767-49.8% |
| Admin fee / account holder | $9,460 | $4,146+128.2% | $8,777+7.8% | $2,969+218.6% |