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 | $70,495 | $74,927-5.9% | $101,794-30.7% | $84,808-16.9% |
| Participation rate | 39.2% | 61.4%-22.2pp | 69.2%-30.0pp | 68.3%-29.1pp |
| Annual return | 15.00% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $470 | $1,522-69.1% | $2,289-79.5% | $2,631-82.1% |
| Participant deferral / active EE | $2,654 | $3,099-14.3% | $4,084-35.0% | $4,212-37.0% |
| Admin fee / account holder | $1,368 | $6,514-79.0% | $8,777-84.4% | $7,344-81.4% |