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 | $81,887 | $53,777+52.3% | $134,143-39.0% | $79,858+2.5% |
| Participation rate | 47.1% | 58.8%-11.7pp | 72.2%-25.1pp | 69.6%-22.6pp |
| Annual return | 13.47% | 19.01%-5.5pp | 36.33%-22.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,043 | $1,321-21.1% | $3,704-71.8% | $2,471-57.8% |
| Participant deferral / active EE | $2,518 | $2,420+4.0% | $3,499-28.0% | $3,740-32.7% |
| Admin fee / account holder | $871 | $3,984-78.1% | $6,684-87.0% | $5,306-83.6% |