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 | $72,106 | $58,851+22.5% | $115,157-37.4% | $72,985-1.2% |
| Participation rate | 41.7% | 65.5%-23.9pp | 75.9%-34.2pp | 69.5%-27.8pp |
| Annual return | 19.81% | 23.16%-3.4pp | 35.60%-15.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $781 | $1,798-56.6% | $3,179-75.4% | $2,440-68.0% |
| Participant deferral / active EE | $1,696 | $2,643-35.8% | $4,168-59.3% | $3,607-53.0% |
| Admin fee / account holder | $3,628 | $6,370-43.0% | $7,088-48.8% | $5,124-29.2% |