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 | $70,524 | $68,914+2.3% | $136,749-48.4% | $74,304-5.1% |
| Participation rate | 27.9% | 51.3%-23.5pp | 72.1%-44.3pp | 60.3%-32.5pp |
| Annual return | 12.53% | 16.34%-3.8pp | 24.33%-11.8pp | 29.43%-16.9pp |
| Employer contribution / active EE | $564 | $1,561-63.9% | $3,400-83.4% | $2,241-74.8% |
| Participant deferral / active EE | $976 | $2,541-61.6% | $4,692-79.2% | $3,767-74.1% |
| Admin fee / account holder | $29,952 | $3,149+851.1% | $11,386+163.1% | $2,969+908.9% |