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 | $69,262 | $86,929-20.3% | $102,423-32.4% | $80,856-14.3% |
| Participation rate | 46.3% | 72.4%-26.0pp | 76.5%-30.1pp | 67.6%-21.3pp |
| Annual return | 12.26% | 18.88%-6.6pp | 29.32%-17.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $993 | $2,369-58.1% | $3,023-67.2% | $2,755-63.9% |
| Participant deferral / active EE | $3,729 | $4,118-9.4% | $5,053-26.2% | $4,296-13.2% |
| Admin fee / account holder | $14,723 | $8,049+82.9% | $9,451+55.8% | $6,918+112.8% |