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 | $71,003 | $80,717-12.0% | $154,803-54.1% | $84,808-16.3% |
| Participation rate | 16.9% | 66.8%-49.9pp | 78.1%-61.1pp | 68.3%-51.4pp |
| Annual return | 14.08% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $565 | $2,761-79.5% | $4,305-86.9% | $2,631-78.5% |
| Participant deferral / active EE | $1,700 | $3,303-48.5% | $5,540-69.3% | $4,212-59.6% |
| Admin fee / account holder | $2,872 | $6,746-57.4% | $14,329-80.0% | $7,344-60.9% |