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 | $78,206 | $74,927+4.4% | $101,794-23.2% | $84,808-7.8% |
| Participation rate | 54.3% | 61.4%-7.1pp | 69.2%-14.8pp | 68.3%-14.0pp |
| Annual return | 14.21% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $435 | $1,522-71.4% | $2,289-81.0% | $2,631-83.5% |
| Participant deferral / active EE | $2,014 | $3,099-35.0% | $4,084-50.7% | $4,212-52.2% |
| Admin fee / account holder | $11,099 | $6,514+70.4% | $8,777+26.4% | $7,344+51.1% |