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 | $58,655 | $54,541+7.5% | $78,778-25.5% | $70,131-16.4% |
| Participation rate | 56.3% | 60.8%-4.5pp | 69.2%-12.9pp | 69.5%-13.3pp |
| Annual return | 18.39% | 21.07%-2.7pp | 35.62%-17.2pp | 73.14%-54.8pp |
| Employer contribution / active EE | $341 | $1,089-68.7% | $1,986-82.8% | $2,342-85.4% |
| Participant deferral / active EE | $1,774 | $2,210-19.7% | $2,958-40.0% | $3,332-46.7% |
| Admin fee / account holder | $2,617 | $3,709-29.4% | $5,134-49.0% | $4,645-43.7% |