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 | $82,668 | $48,750+69.6% | $88,946-7.1% | $74,304+11.3% |
| Participation rate | 29.1% | 44.5%-15.4pp | 68.8%-39.8pp | 60.3%-31.3pp |
| Annual return | 15.26% | 25.91%-10.6pp | 57.82%-42.6pp | 29.43%-14.2pp |
| Employer contribution / active EE | $496 | $1,255-60.5% | $2,555-80.6% | $2,241-77.9% |
| Participant deferral / active EE | $1,415 | $2,423-41.6% | $4,581-69.1% | $3,767-62.5% |
| Admin fee / account holder | $1,273 | $3,756-66.1% | $8,261-84.6% | $2,969-57.1% |