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 | $84,069 | $58,512+43.7% | $84,015+0.1% | $72,985+15.2% |
| Participation rate | 41.4% | 61.2%-19.8pp | 69.0%-27.6pp | 69.5%-28.1pp |
| Annual return | 17.11% | 28.93%-11.8pp | 71.31%-54.2pp | 81.00%-63.9pp |
| Employer contribution / active EE | $325 | $1,163-72.0% | $1,983-83.6% | $2,440-86.7% |
| Participant deferral / active EE | $1,445 | $2,394-39.6% | $3,239-55.4% | $3,607-60.0% |
| Admin fee / account holder | $7,036 | $4,569+54.0% | $6,101+15.3% | $5,124+37.3% |