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 | $64,265 | $70,428-8.8% | $96,562-33.4% | $85,850-25.1% |
| Participation rate | 53.5% | 61.8%-8.3pp | 69.8%-16.3pp | 69.3%-15.8pp |
| Annual return | 12.74% | 18.59%-5.9pp | 37.78%-25.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $789 | $1,413-44.2% | $2,356-66.5% | $2,565-69.2% |
| Participant deferral / active EE | $2,671 | $2,894-7.7% | $3,849-30.6% | $3,952-32.4% |
| Admin fee / account holder | $1,283 | $4,997-74.3% | $6,181-79.2% | $6,260-79.5% |