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 | $82,193 | $80,717+1.8% | $154,803-46.9% | $84,808-3.1% |
| Participation rate | 29.6% | 66.8%-37.2pp | 78.1%-48.4pp | 68.3%-38.7pp |
| Annual return | 16.65% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $765 | $2,761-72.3% | $4,305-82.2% | $2,631-70.9% |
| Participant deferral / active EE | $2,074 | $3,303-37.2% | $5,540-62.6% | $4,212-50.8% |
| Admin fee / account holder | $1,908 | $6,746-71.7% | $14,329-86.7% | $7,344-74.0% |