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 | $69,610 | $60,022+16.0% | $88,946-21.7% | $84,808-17.9% |
| Participation rate | 14.0% | 57.8%-43.9pp | 68.8%-54.9pp | 68.3%-54.4pp |
| Annual return | 14.70% | 22.43%-7.7pp | 57.82%-43.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $447 | $1,703-73.8% | $2,555-82.5% | $2,631-83.0% |
| Participant deferral / active EE | $1,202 | $3,114-61.4% | $4,581-73.8% | $4,212-71.5% |
| Admin fee / account holder | $12,083 | $4,811+151.2% | $8,261+46.3% | $7,344+64.5% |