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 | $62,537 | $65,365-4.3% | $92,893-32.7% | $72,985-14.3% |
| Participation rate | 56.1% | 68.3%-12.2pp | 76.0%-19.9pp | 69.5%-13.4pp |
| Annual return | 19.03% | 42.10%-23.1pp | 109.41%-90.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $773 | $2,594-70.2% | $3,653-78.8% | $2,440-68.3% |
| Participant deferral / active EE | $3,092 | $3,128-1.2% | $4,236-27.0% | $3,607-14.3% |
| Admin fee / account holder | $967 | $4,251-77.2% | $5,794-83.3% | $5,124-81.1% |