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 | $81,130 | $54,541+48.7% | $78,778+3.0% | $70,131+15.7% |
| Participation rate | 31.5% | 60.8%-29.3pp | 69.2%-37.7pp | 69.5%-38.1pp |
| Annual return | 16.24% | 21.07%-4.8pp | 35.62%-19.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $364 | $1,089-66.5% | $1,986-81.6% | $2,342-84.4% |
| Participant deferral / active EE | $1,113 | $2,210-49.7% | $2,958-62.4% | $3,332-66.6% |
| Admin fee / account holder | $7,109 | $3,709+91.7% | $5,134+38.5% | $4,645+53.0% |