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 | $71,895 | $86,929-17.3% | $102,423-29.8% | $80,856-11.1% |
| Participation rate | 62.4% | 72.4%-10.0pp | 76.5%-14.1pp | 67.6%-5.3pp |
| Annual return | 13.09% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $911 | $2,369-61.5% | $3,023-69.9% | $2,755-66.9% |
| Participant deferral / active EE | $3,494 | $4,118-15.2% | $5,053-30.9% | $4,296-18.7% |
| Admin fee / account holder | $1,527 | $8,049-81.0% | $9,451-83.8% | $6,918-77.9% |