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 9-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 | $67,861 | $63,764+6.4% | $81,930-17.2% | $79,858-15.0% |
| Participation rate | 47.5% | 67.5%-20.0pp | 72.0%-24.5pp | 69.6%-22.2pp |
| Annual return | 12.89% | 22.66%-9.8pp | 29.49%-16.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,285 | $2,780-17.8% | $7,107-67.8% | $3,740-38.9% |
| Admin fee / account holder | $6,380 | $4,426+44.1% | $5,158+23.7% | $5,306+20.2% |