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 | $76,003 | $86,929-12.6% | $102,423-25.8% | $80,856-6.0% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.8pp | 67.6%-6.9pp |
| Annual return | 11.73% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $969 | $2,369-59.1% | $3,023-68.0% | $2,755-64.8% |
| Participant deferral / active EE | $3,397 | $4,118-17.5% | $5,053-32.8% | $4,296-20.9% |
| Admin fee / account holder | $5,492 | $8,049-31.8% | $9,451-41.9% | $6,918-20.6% |