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 | $71,941 | $74,927-4.0% | $101,794-29.3% | $84,808-15.2% |
| Participation rate | 28.3% | 61.4%-33.1pp | 69.2%-40.9pp | 68.3%-40.1pp |
| Annual return | 13.61% | 18.70%-5.1pp | 30.53%-16.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $849 | $1,522-44.2% | $2,289-62.9% | $2,631-67.7% |
| Participant deferral / active EE | $1,311 | $3,099-57.7% | $4,084-67.9% | $4,212-68.9% |
| Admin fee / account holder | $1,440 | $6,514-77.9% | $8,777-83.6% | $7,344-80.4% |