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 | $84,748 | $52,279+62.1% | $89,391-5.2% | $79,858+6.1% |
| Participation rate | 23.7% | 57.5%-33.8pp | 68.0%-44.2pp | 69.6%-45.9pp |
| Annual return | 12.55% | 22.16%-9.6pp | 245.62%-233.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $558 | $1,572-64.5% | $2,586-78.4% | $2,471-77.4% |
| Participant deferral / active EE | $1,961 | $2,740-28.4% | $3,890-49.6% | $3,740-47.6% |
| Admin fee / account holder | $1,003 | $3,356-70.1% | $4,881-79.5% | $5,306-81.1% |