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 | $72,688 | $29,660+145.1% | $56,411+28.9% | $80,856-10.1% |
| Participation rate | 34.5% | 41.6%-7.2pp | 52.5%-18.0pp | 67.6%-33.2pp |
| Annual return | 15.90% | 35.23%-19.3pp | 1701.33%-1685.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $308 | $669-54.0% | $1,039-70.3% | $2,755-88.8% |
| Participant deferral / active EE | $819 | $1,226-33.2% | $1,952-58.0% | $4,296-80.9% |
| Admin fee / account holder | $1,926 | $2,428-20.7% | $2,829-31.9% | $6,918-72.2% |