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 | $74,426 | $58,523+27.2% | $99,443-25.2% | $72,985+2.0% |
| Participation rate | 54.1% | 64.6%-10.6pp | 73.8%-19.8pp | 69.5%-15.4pp |
| Annual return | 19.34% | 28.51%-9.2pp | 30.72%-11.4pp | 81.00%-61.7pp |
| Employer contribution / active EE | $773 | $1,512-48.9% | $2,540-69.6% | $2,440-68.3% |
| Participant deferral / active EE | $2,160 | $2,606-17.1% | $3,619-40.3% | $3,607-40.1% |
| Admin fee / account holder | $3,579 | $4,102-12.7% | $6,250-42.7% | $5,124-30.2% |