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 | $65,591 | $86,929-24.5% | $102,423-36.0% | $80,856-18.9% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.6pp | 67.6%-24.8pp |
| Annual return | 13.57% | 18.88%-5.3pp | 29.32%-15.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $781 | $2,369-67.0% | $3,023-74.2% | $2,755-71.6% |
| Participant deferral / active EE | $2,134 | $4,118-48.2% | $5,053-57.8% | $4,296-50.3% |
| Admin fee / account holder | $647 | $8,049-92.0% | $9,451-93.2% | $6,918-90.6% |