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 | $56,806 | $46,869+21.2% | $122,332-53.6% | $70,131-19.0% |
| Participation rate | 28.6% | 58.2%-29.6pp | 71.6%-43.1pp | 69.5%-41.0pp |
| Annual return | 15.19% | 24.22%-9.0pp | 30.27%-15.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $311 | $1,288-75.8% | $4,050-92.3% | $2,342-86.7% |
| Participant deferral / active EE | $880 | $2,166-59.4% | $3,287-73.2% | $3,332-73.6% |
| Admin fee / account holder | $3,258 | $3,322-1.9% | $5,478-40.5% | $4,645-29.9% |