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 | $82,079 | $52,903+55.1% | $73,307+12.0% | $59,632+37.6% |
| Participation rate | 34.8% | 68.2%-33.4pp | 74.9%-40.1pp | 68.7%-33.9pp |
| Annual return | 2.44% | 12.20%-9.8pp | 5.67%-3.2pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $1,041 | $1,909-45.5% | $3,237-67.8% | $2,203-52.7% |
| Participant deferral / active EE | $2,189 | $4,069-46.2% | $4,991-56.1% | $3,192-31.4% |
| Admin fee / account holder | $3,154 | $3,834-17.7% | $5,637-44.0% | $4,297-26.6% |