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 7-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 | $97,170 | $74,927+29.7% | $101,794-4.5% | $84,808+14.6% |
| Participation rate | 51.5% | 61.4%-9.9pp | 69.2%-17.7pp | 68.3%-16.8pp |
| Annual return | 17.03% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $780 | $1,522-48.8% | $2,289-65.9% | $2,631-70.4% |
| Participant deferral / active EE | $1,733 | $3,099-44.1% | $4,084-57.6% | $4,212-58.9% |
| Admin fee / account holder | $2,256 | $6,514-65.4% | $8,777-74.3% | $7,344-69.3% |