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 | $78,324 | $74,927+4.5% | $101,794-23.1% | $84,808-7.6% |
| Participation rate | 30.9% | 61.4%-30.5pp | 69.2%-38.3pp | 68.3%-37.4pp |
| Annual return | 13.99% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $798 | $1,522-47.6% | $2,289-65.1% | $2,631-69.7% |
| Participant deferral / active EE | $3,489 | $3,099+12.6% | $4,084-14.6% | $4,212-17.2% |
| Admin fee / account holder | $50,518 | $6,514+675.5% | $8,777+475.6% | $7,344+587.9% |