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 | $60,941 | $51,045+19.4% | $70,515-13.6% | $71,457-14.7% |
| Participation rate | 34.0% | 59.4%-25.4pp | 68.3%-34.3pp | 67.9%-33.9pp |
| Annual return | 17.68% | 42.63%-24.9pp | 32.77%-15.1pp | 28.85%-11.2pp |
| Employer contribution / active EE | $684 | $1,790-61.8% | $2,973-77.0% | $2,588-73.6% |
| Participant deferral / active EE | $1,736 | $3,026-42.6% | $4,567-62.0% | $4,289-59.5% |
| Admin fee / account holder | $3,500 | $1,994+75.5% | $6,412-45.4% | $1,587+120.5% |