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 | $60,032 | $60,892-1.4% | $82,389-27.1% | $84,808-29.2% |
| Participation rate | 25.0% | 63.3%-38.3pp | 69.5%-44.5pp | 68.3%-43.3pp |
| Annual return | 16.23% | 37.29%-21.1pp | 28.67%-12.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $888 | $1,779-50.1% | $2,517-64.7% | $2,631-66.3% |
| Participant deferral / active EE | $1,217 | $3,179-61.7% | $4,155-70.7% | $4,212-71.1% |
| Admin fee / account holder | $493 | $5,467-91.0% | $7,231-93.2% | $7,344-93.3% |