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 | $82,819 | $74,927+10.5% | $101,794-18.6% | $84,808-2.3% |
| Participation rate | 15.9% | 61.4%-45.5pp | 69.2%-53.3pp | 68.3%-52.4pp |
| Annual return | 14.13% | 18.70%-4.6pp | 30.53%-16.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,462 | $1,522-3.9% | $2,289-36.1% | $2,631-44.4% |
| Participant deferral / active EE | $4,475 | $3,099+44.4% | $4,084+9.6% | $4,212+6.3% |
| Admin fee / account holder | $4,828 | $6,514-25.9% | $8,777-45.0% | $7,344-34.3% |