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 | $77,392 | $80,717-4.1% | $154,803-50.0% | $84,808-8.7% |
| Participation rate | 31.0% | 66.8%-35.8pp | 78.1%-47.0pp | 68.3%-37.3pp |
| Annual return | 14.61% | 37.96%-23.3pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $764 | $2,761-72.3% | $4,305-82.2% | $2,631-70.9% |
| Participant deferral / active EE | $1,029 | $3,303-68.8% | $5,540-81.4% | $4,212-75.6% |
| Admin fee / account holder | $5,054 | $6,746-25.1% | $14,329-64.7% | $7,344-31.2% |