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 | $77,577 | $68,719+12.9% | $91,541-15.3% | $84,808-8.5% |
| Participation rate | 35.5% | 64.5%-29.0pp | 69.8%-34.3pp | 68.3%-32.8pp |
| Annual return | 16.48% | 19.12%-2.6pp | 20.50%-4.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,102 | $1,920-42.6% | $2,505-56.0% | $2,631-58.1% |
| Participant deferral / active EE | $1,722 | $3,136-45.1% | $4,008-57.0% | $4,212-59.1% |
| Admin fee / account holder | $2,407 | $5,786-58.4% | $6,956-65.4% | $7,344-67.2% |