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 | $58,870 | $52,580+12.0% | $71,671-17.9% | $70,131-16.1% |
| Participation rate | 38.6% | 60.9%-22.2pp | 68.7%-30.1pp | 69.5%-30.9pp |
| Annual return | 16.11% | 20.25%-4.1pp | 20.65%-4.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $543 | $1,616-66.4% | $2,460-77.9% | $2,342-76.8% |
| Participant deferral / active EE | $1,521 | $2,386-36.3% | $3,438-55.8% | $3,332-54.4% |
| Admin fee / account holder | $3,043 | $3,653-16.7% | $5,558-45.3% | $4,645-34.5% |