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 | $74,713 | $54,541+37.0% | $78,778-5.2% | $70,131+6.5% |
| Participation rate | 52.1% | 60.8%-8.7pp | 69.2%-17.1pp | 69.5%-17.5pp |
| Annual return | 18.15% | 21.07%-2.9pp | 35.62%-17.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $884 | $1,089-18.8% | $1,986-55.5% | $2,342-62.2% |
| Participant deferral / active EE | $2,590 | $2,210+17.2% | $2,958-12.5% | $3,332-22.3% |
| Admin fee / account holder | $2,445 | $3,709-34.1% | $5,134-52.4% | $4,645-47.4% |