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 | $71,876 | $56,767+26.6% | $101,794-29.4% | $85,563-16.0% |
| Participation rate | 38.6% | 57.6%-19.0pp | 69.2%-30.6pp | 66.0%-27.4pp |
| Annual return | 20.66% | 17.76%+2.9pp | 30.53%-9.9pp | 31.51%-10.9pp |
| Employer contribution / active EE | $926 | $1,112-16.8% | $2,289-59.6% | $2,654-65.1% |
| Participant deferral / active EE | $2,070 | $2,720-23.9% | $4,084-49.3% | $4,375-52.7% |
| Admin fee / account holder | $2,243 | $1,098+104.3% | $8,777-74.4% | $834+168.9% |