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 | $63,668 | $117,025-45.6% | $91,541-30.4% | $85,563-25.6% |
| Participation rate | 23.6% | 64.2%-40.7pp | 69.8%-46.2pp | 66.0%-42.4pp |
| Annual return | 15.84% | 18.02%-2.2pp | 20.50%-4.7pp | 31.51%-15.7pp |
| Employer contribution / active EE | $706 | $2,120-66.7% | $2,505-71.8% | $2,654-73.4% |
| Participant deferral / active EE | $1,181 | $3,446-65.7% | $4,008-70.5% | $4,375-73.0% |
| Admin fee / account holder | $4,894 | $1,242+294.1% | $6,956-29.6% | $834+486.7% |