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 | $78,361 | $181,894-56.9% | $156,549-49.9% | $273,961-71.4% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 9.91% | 30.74%-20.8pp | 32.23%-22.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,731 | $6,248-72.3% | $5,501-68.5% | $4,869-64.4% |
| Participant deferral / active EE | $3,940 | $5,550-29.0% | $4,871-19.1% | $5,287-25.5% |
| Admin fee / account holder | $2,171 | $15,559-86.0% | $13,027-83.3% | $10,132-78.6% |