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 | $67,244 | $37,426+79.7% | $77,482-13.2% | $79,858-15.8% |
| Participation rate | 17.4% | 41.5%-24.1pp | 54.2%-36.8pp | 69.6%-52.2pp |
| Annual return | 19.46% | 39.70%-20.2pp | 54.79%-35.3pp | 31.71%-12.3pp |
| Employer contribution / active EE | $317 | $637-50.2% | $986-67.9% | $2,471-87.2% |
| Participant deferral / active EE | $383 | $1,260-69.6% | $1,861-79.4% | $3,740-89.8% |
| Admin fee / account holder | $689 | $2,504-72.5% | $2,858-75.9% | $5,306-87.0% |