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 | $81,150 | $80,717+0.5% | $154,803-47.6% | $84,808-4.3% |
| Participation rate | 31.4% | 66.8%-35.4pp | 78.1%-46.7pp | 68.3%-36.9pp |
| Annual return | 14.02% | 37.96%-23.9pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $711 | $2,761-74.2% | $4,305-83.5% | $2,631-73.0% |
| Participant deferral / active EE | $2,287 | $3,303-30.8% | $5,540-58.7% | $4,212-45.7% |
| Admin fee / account holder | $5,335 | $6,746-20.9% | $14,329-62.8% | $7,344-27.4% |