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 | $65,422 | $78,422-16.6% | $95,952-31.8% | $79,858-18.1% |
| Participation rate | 62.5% | 73.5%-11.0pp | 77.1%-14.6pp | 69.6%-7.1pp |
| Annual return | 18.31% | 19.37%-1.1pp | 91.61%-73.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $627 | $1,945-67.7% | $2,541-75.3% | $2,471-74.6% |
| Participant deferral / active EE | $2,510 | $3,440-27.0% | $4,167-39.8% | $3,740-32.9% |
| Admin fee / account holder | $1,296 | $5,622-77.0% | $6,795-80.9% | $5,306-75.6% |