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 | $74,778 | $74,927-0.2% | $101,794-26.5% | $84,808-11.8% |
| Participation rate | 41.8% | 61.4%-19.6pp | 69.2%-27.3pp | 68.3%-26.5pp |
| Annual return | 23.66% | 18.70%+5.0pp | 30.53%-6.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $713 | $1,522-53.2% | $2,289-68.9% | $2,631-72.9% |
| Participant deferral / active EE | $2,601 | $3,099-16.1% | $4,084-36.3% | $4,212-38.2% |
| Admin fee / account holder | $8,926 | $6,514+37.0% | $8,777+1.7% | $7,344+21.6% |