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 | $77,389 | $74,927+3.3% | $101,794-24.0% | $84,808-8.7% |
| Participation rate | 41.9% | 61.4%-19.5pp | 69.2%-27.3pp | 68.3%-26.4pp |
| Annual return | 14.34% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $591 | $1,522-61.2% | $2,289-74.2% | $2,631-77.5% |
| Participant deferral / active EE | $1,915 | $3,099-38.2% | $4,084-53.1% | $4,212-54.5% |
| Admin fee / account holder | $2,507 | $6,514-61.5% | $8,777-71.4% | $7,344-65.9% |