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 | $64,942 | $60,892+6.7% | $82,389-21.2% | $84,808-23.4% |
| Participation rate | 25.0% | 63.3%-38.3pp | 69.5%-44.5pp | 68.3%-43.3pp |
| Annual return | 16.99% | 37.29%-20.3pp | 28.67%-11.7pp | 40.90%-23.9pp |
| Employer contribution / active EE | $457 | $1,779-74.3% | $2,517-81.9% | $2,631-82.6% |
| Participant deferral / active EE | $1,728 | $3,179-45.6% | $4,155-58.4% | $4,212-59.0% |
| Admin fee / account holder | $13,288 | $5,467+143.0% | $7,231+83.8% | $7,344+80.9% |