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 | $72,471 | $66,098+9.6% | $101,794-28.8% | $74,304-2.5% |
| Participation rate | 42.9% | 53.8%-10.9pp | 69.2%-26.3pp | 60.3%-17.5pp |
| Annual return | 14.13% | 19.59%-5.5pp | 30.53%-16.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $236 | $1,082-78.2% | $2,289-89.7% | $2,241-89.5% |
| Participant deferral / active EE | $2,469 | $2,781-11.2% | $4,084-39.6% | $3,767-34.5% |
| Admin fee / account holder | $2,793 | $4,146-32.6% | $8,777-68.2% | $2,969-5.9% |