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 | $63,194 | $78,926-19.9% | $136,749-53.8% | $84,808-25.5% |
| Participation rate | 55.4% | 62.2%-6.8pp | 72.1%-16.8pp | 68.3%-13.0pp |
| Annual return | 13.28% | 18.17%-4.9pp | 24.33%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $639 | $2,134-70.1% | $3,400-81.2% | $2,631-75.7% |
| Participant deferral / active EE | $2,567 | $3,168-19.0% | $4,692-45.3% | $4,212-39.1% |
| Admin fee / account holder | $6,398 | $6,369+0.5% | $11,386-43.8% | $7,344-12.9% |