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 | $70,126 | $72,277-3.0% | $101,248-30.7% | $79,858-12.2% |
| Participation rate | 35.0% | 68.5%-33.5pp | 75.8%-40.8pp | 69.6%-34.6pp |
| Annual return | 22.32% | 22.30%0pp | 46.47%-24.1pp | 31.71%-9.4pp |
| Employer contribution / active EE | $928 | $2,692-65.5% | $3,660-74.6% | $2,471-62.4% |
| Participant deferral / active EE | $2,522 | $3,282-23.1% | $4,370-42.3% | $3,740-32.6% |
| Admin fee / account holder | $5,448 | $4,400+23.8% | $5,945-8.4% | $5,306+2.7% |