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 | $92,285 | $74,927+23.2% | $101,794-9.3% | $84,808+8.8% |
| Participation rate | 44.7% | 61.4%-16.7pp | 69.2%-24.4pp | 68.3%-23.6pp |
| Annual return | 17.78% | 18.70%-0.9pp | 30.53%-12.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $567 | $1,522-62.7% | $2,289-75.2% | $2,631-78.4% |
| Participant deferral / active EE | $1,496 | $3,099-51.7% | $4,084-63.4% | $4,212-64.5% |
| Admin fee / account holder | $2,468 | $6,514-62.1% | $8,777-71.9% | $7,344-66.4% |