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 | $103,758 | $109,413-5.2% | $156,263-33.6% | $84,808+22.3% |
| Participation rate | 59.4% | 72.7%-13.3pp | 78.9%-19.5pp | 68.3%-8.9pp |
| Annual return | 13.44% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $911 | $2,907-68.6% | $4,333-79.0% | $2,631-65.4% |
| Participant deferral / active EE | $5,394 | $4,590+17.5% | $6,158-12.4% | $4,212+28.1% |
| Admin fee / account holder | $23,086 | $9,357+146.7% | $14,255+62.0% | $7,344+214.4% |