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 | $71,706 | $74,927-4.3% | $101,794-29.6% | $84,808-15.4% |
| Participation rate | 48.6% | 61.4%-12.8pp | 69.2%-20.6pp | 68.3%-19.7pp |
| Annual return | 18.45% | 18.70%-0.3pp | 30.53%-12.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $952 | $1,522-37.4% | $2,289-58.4% | $2,631-63.8% |
| Participant deferral / active EE | $2,208 | $3,099-28.7% | $4,084-45.9% | $4,212-47.6% |
| Admin fee / account holder | $876 | $6,514-86.5% | $8,777-90.0% | $7,344-88.1% |