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 | $72,165 | $65,041+11.0% | $90,951-20.7% | $79,858-9.6% |
| Participation rate | 44.1% | 61.6%-17.5pp | 69.0%-24.9pp | 69.6%-25.6pp |
| Annual return | 16.85% | 30.45%-13.6pp | 134.60%-117.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $347 | $1,247-72.1% | $2,122-83.6% | $2,471-85.9% |
| Participant deferral / active EE | $2,526 | $2,512+0.6% | $3,373-25.1% | $3,740-32.5% |
| Admin fee / account holder | $490 | $4,536-89.2% | $5,959-91.8% | $5,306-90.8% |