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 | $54,305 | $89,355-39.2% | $141,162-61.5% | $72,985-25.6% |
| Participation rate | 37.5% | 75.1%-37.6pp | 82.5%-45.0pp | 69.5%-32.0pp |
| Annual return | 21.23% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $669 | $3,114-78.5% | $4,735-85.9% | $2,440-72.6% |
| Participant deferral / active EE | $2,336 | $5,418-56.9% | $6,709-65.2% | $3,607-35.3% |
| Admin fee / account holder | $7,513 | $5,958+26.1% | $10,261-26.8% | $5,124+46.6% |