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 | $68,755 | $32,037+114.6% | $69,182-0.6% | $62,891+9.3% |
| Participation rate | 36.5% | 43.4%-6.9pp | 55.1%-18.6pp | 69.3%-32.8pp |
| Annual return | 9.81% | 15.16%-5.4pp | -21.93%+31.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $402 | $679-40.8% | $1,206-66.7% | $2,281-82.4% |
| Participant deferral / active EE | $2,286 | $1,185+92.8% | $1,897+20.5% | $3,203-28.6% |
| Admin fee / account holder | $773 | $2,608-70.4% | $2,697-71.3% | $4,296-82.0% |