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 | $68,255 | $60,022+13.7% | $88,946-23.3% | $84,808-19.5% |
| Participation rate | 31.4% | 57.8%-26.4pp | 68.8%-37.4pp | 68.3%-36.9pp |
| Annual return | 16.68% | 22.43%-5.7pp | 57.82%-41.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $517 | $1,703-69.6% | $2,555-79.8% | $2,631-80.3% |
| Participant deferral / active EE | $2,100 | $3,114-32.6% | $4,581-54.2% | $4,212-50.1% |
| Admin fee / account holder | $744 | $4,811-84.5% | $8,261-91.0% | $7,344-89.9% |