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 | $69,745 | $52,580+32.6% | $71,671-2.7% | $70,131-0.6% |
| Participation rate | 34.3% | 60.9%-26.6pp | 68.7%-34.5pp | 69.5%-35.3pp |
| Annual return | 13.17% | 20.25%-7.1pp | 20.65%-7.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $493 | $1,616-69.5% | $2,460-79.9% | $2,342-78.9% |
| Participant deferral / active EE | $1,033 | $2,386-56.7% | $3,438-70.0% | $3,332-69.0% |
| Admin fee / account holder | $6,140 | $3,653+68.1% | $5,558+10.5% | $4,645+32.2% |