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 | $81,461 | $72,277+12.7% | $101,248-19.5% | $79,858+2.0% |
| Participation rate | 40.0% | 68.5%-28.5pp | 75.8%-35.8pp | 69.6%-29.6pp |
| Annual return | 20.37% | 22.30%-1.9pp | 46.47%-26.1pp | 31.71%-11.3pp |
| Employer contribution / active EE | $975 | $2,692-63.8% | $3,660-73.4% | $2,471-60.5% |
| Participant deferral / active EE | $2,361 | $3,282-28.0% | $4,370-46.0% | $3,740-36.9% |
| Admin fee / account holder | $3,262 | $4,400-25.9% | $5,945-45.1% | $5,306-38.5% |