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 | $66,535 | $68,914-3.5% | $136,749-51.3% | $74,304-10.5% |
| Participation rate | 35.8% | 51.3%-15.6pp | 72.1%-36.4pp | 60.3%-24.6pp |
| Annual return | 14.08% | 16.34%-2.3pp | 24.33%-10.2pp | 29.43%-15.4pp |
| Employer contribution / active EE | $802 | $1,561-48.6% | $3,400-76.4% | $2,241-64.2% |
| Participant deferral / active EE | $1,036 | $2,541-59.2% | $4,692-77.9% | $3,767-72.5% |
| Admin fee / account holder | $14,536 | $3,149+361.6% | $11,386+27.7% | $2,969+389.6% |