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 | $65,873 | $72,012-8.5% | $185,823-64.6% | $79,858-17.5% |
| Participation rate | 30.0% | 65.8%-35.8pp | 78.0%-48.0pp | 69.6%-39.6pp |
| Annual return | 19.47% | 23.12%-3.6pp | 35.95%-16.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $773 | $1,965-60.6% | $4,087-81.1% | $2,471-68.7% |
| Participant deferral / active EE | $2,774 | $3,779-26.6% | $5,632-50.7% | $3,740-25.8% |
| Admin fee / account holder | $837 | $4,513-81.5% | $9,500-91.2% | $5,306-84.2% |