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 | $66,428 | $59,839+11.0% | $81,983-19.0% | $79,858-16.8% |
| Participation rate | 61.7% | 61.6%+0.1pp | 69.2%-7.5pp | 69.6%-7.9pp |
| Annual return | 14.53% | 17.56%-3.0pp | 41.31%-26.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $753 | $1,713-56.1% | $2,498-69.9% | $2,471-69.5% |
| Participant deferral / active EE | $4,328 | $2,695+60.6% | $3,722+16.3% | $3,740+15.7% |
| Admin fee / account holder | $3,412 | $4,287-20.4% | $5,664-39.8% | $5,306-35.7% |