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 | $87,470 | $95,803-8.7% | $113,168-22.7% | $84,808+3.1% |
| Participation rate | 61.4% | 72.9%-11.4pp | 76.6%-15.1pp | 68.3%-6.9pp |
| Annual return | 15.56% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $696 | $2,360-70.5% | $2,975-76.6% | $2,631-73.6% |
| Participant deferral / active EE | $2,962 | $4,242-30.2% | $5,107-42.0% | $4,212-29.7% |
| Admin fee / account holder | $3,728 | $8,989-58.5% | $12,068-69.1% | $7,344-49.2% |