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 | $70,403 | $58,828+19.7% | $77,999-9.7% | $62,891+11.9% |
| Participation rate | 37.8% | 71.1%-33.3pp | 75.5%-37.7pp | 69.3%-31.5pp |
| Annual return | 5.58% | 17.16%-11.6pp | 425.96%-420.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $466 | $1,672-72.1% | $2,470-81.1% | $2,281-79.6% |
| Participant deferral / active EE | $2,216 | $2,686-17.5% | $3,497-36.6% | $3,203-30.8% |
| Admin fee / account holder | $4,181 | $4,393-4.8% | $5,480-23.7% | $4,296-2.7% |