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 | $72,516 | $49,791+45.6% | $78,210-7.3% | $70,131+3.4% |
| Participation rate | 56.0% | 62.3%-6.3pp | 68.7%-12.8pp | 69.5%-13.6pp |
| Annual return | 15.10% | 20.75%-5.7pp | 40.90%-25.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $336 | $1,430-76.5% | $2,034-83.5% | $2,342-85.7% |
| Participant deferral / active EE | $1,807 | $2,150-16.0% | $2,823-36.0% | $3,332-45.8% |
| Admin fee / account holder | $1,599 | $3,181-49.7% | $3,758-57.5% | $4,645-65.6% |