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 | $65,506 | $74,927-12.6% | $101,794-35.6% | $84,808-22.8% |
| Participation rate | 30.3% | 61.4%-31.1pp | 69.2%-38.9pp | 68.3%-38.0pp |
| Annual return | 13.15% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $764 | $1,522-49.8% | $2,289-66.6% | $2,631-71.0% |
| Participant deferral / active EE | $2,556 | $3,099-17.5% | $4,084-37.4% | $4,212-39.3% |
| Admin fee / account holder | $21,348 | $6,514+227.7% | $8,777+143.2% | $7,344+190.7% |