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 | $66,538 | $72,492-8.2% | $87,100-23.6% | $72,985-8.8% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 16.85% | 24.46%-7.6pp | 28.19%-11.3pp | 81.00%-64.2pp |
| Employer contribution / active EE | $958 | $1,894-49.4% | $2,521-62.0% | $2,440-60.7% |
| Participant deferral / active EE | $2,031 | $3,270-37.9% | $4,049-49.8% | $3,607-43.7% |
| Admin fee / account holder | $1,625 | $5,055-67.8% | $7,497-78.3% | $5,124-68.3% |