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 | $75,522 | $64,480+17.1% | $81,382-7.2% | $80,856-6.6% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.5%-19.5pp | 67.6%-17.6pp |
| Annual return | 19.70% | 16.34%+3.4pp | 24.73%-5.0pp | 35.59%-15.9pp |
| Employer contribution / active EE | $778 | $1,978-60.7% | $2,463-68.4% | $2,755-71.8% |
| Participant deferral / active EE | $1,750 | $3,094-43.4% | $3,883-54.9% | $4,296-59.3% |
| Admin fee / account holder | $2,813 | $5,671-50.4% | $5,768-51.2% | $6,918-59.3% |