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 | $76,617 | $95,803-20.0% | $113,168-32.3% | $84,808-9.7% |
| Participation rate | 42.1% | 72.9%-30.8pp | 76.6%-34.5pp | 68.3%-26.2pp |
| Annual return | 16.77% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $929 | $2,360-60.6% | $2,975-68.8% | $2,631-64.7% |
| Participant deferral / active EE | $2,038 | $4,242-52.0% | $5,107-60.1% | $4,212-51.6% |
| Admin fee / account holder | $2,576 | $8,989-71.3% | $12,068-78.7% | $7,344-64.9% |