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 | $74,701 | $68,719+8.7% | $91,541-18.4% | $84,808-11.9% |
| Participation rate | 54.2% | 64.5%-10.3pp | 69.8%-15.6pp | 68.3%-14.1pp |
| Annual return | 14.58% | 19.12%-4.5pp | 20.50%-5.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $659 | $1,920-65.7% | $2,505-73.7% | $2,631-74.9% |
| Participant deferral / active EE | $1,880 | $3,136-40.0% | $4,008-53.1% | $4,212-55.4% |
| Admin fee / account holder | $17,269 | $5,786+198.4% | $6,956+148.2% | $7,344+135.2% |