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 | $73,116 | $76,670-4.6% | $96,683-24.4% | $71,457+2.3% |
| Participation rate | 36.1% | 66.6%-30.4pp | 74.3%-38.2pp | 67.9%-31.8pp |
| Annual return | 22.64% | 48.29%-25.6pp | 35.69%-13.1pp | 28.85%-6.2pp |
| Employer contribution / active EE | $1,303 | $3,031-57.0% | $3,737-65.1% | $2,588-49.7% |
| Participant deferral / active EE | $2,724 | $3,771-27.8% | $4,878-44.2% | $4,289-36.5% |
| Admin fee / account holder | $2,034 | $2,028+0.3% | $6,730-69.8% | $1,587+28.2% |