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 | $77,292 | $74,927+3.2% | $101,794-24.1% | $84,808-8.9% |
| Participation rate | 55.1% | 61.4%-6.3pp | 69.2%-14.1pp | 68.3%-13.2pp |
| Annual return | 13.19% | 18.70%-5.5pp | 30.53%-17.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $502 | $1,522-67.0% | $2,289-78.1% | $2,631-80.9% |
| Participant deferral / active EE | $2,398 | $3,099-22.6% | $4,084-41.3% | $4,212-43.1% |
| Admin fee / account holder | $38,707 | $6,514+494.2% | $8,777+341.0% | $7,344+427.1% |