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 | $84,637 | $77,899+8.6% | $149,673-43.5% | $75,163+12.6% |
| Participation rate | 38.5% | 65.6%-27.1pp | 78.8%-40.3pp | 67.2%-28.7pp |
| Annual return | 24.25% | 31.72%-7.5pp | 134.42%-110.2pp | 160.62%-136.4pp |
| Employer contribution / active EE | $607 | $3,137-80.6% | $4,818-87.4% | $2,670-77.3% |
| Participant deferral / active EE | $1,876 | $3,411-45.0% | $5,680-67.0% | $4,125-54.5% |
| Admin fee / account holder | $683 | $5,956-88.5% | $13,210-94.8% | $5,651-87.9% |