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 | $67,253 | $80,717-16.7% | $154,803-56.6% | $84,808-20.7% |
| Participation rate | 55.2% | 66.8%-11.6pp | 78.1%-22.8pp | 68.3%-13.1pp |
| Annual return | 18.19% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $365 | $2,761-86.8% | $4,305-91.5% | $2,631-86.1% |
| Participant deferral / active EE | $3,140 | $3,303-4.9% | $5,540-43.3% | $4,212-25.4% |
| Admin fee / account holder | $3,228 | $6,746-52.1% | $14,329-77.5% | $7,344-56.0% |