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 | $73,396 | $48,795+50.4% | $65,493+12.1% | $84,808-13.5% |
| Participation rate | 57.4% | 67.0%-9.5pp | 73.1%-15.6pp | 68.3%-10.9pp |
| Annual return | 12.94% | 20.20%-7.3pp | 982.45%-969.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $767 | $1,930-60.2% | $2,574-70.2% | $2,631-70.8% |
| Participant deferral / active EE | $2,895 | $2,928-1.1% | $3,961-26.9% | $4,212-31.3% |
| Admin fee / account holder | $3,054 | $3,877-21.2% | $5,028-39.3% | $7,344-58.4% |