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 | $60,343 | $49,915+20.9% | $154,803-61.0% | $74,304-18.8% |
| Participation rate | 42.7% | 54.0%-11.3pp | 78.1%-35.4pp | 60.3%-17.7pp |
| Annual return | 18.91% | 34.06%-15.1pp | 58.88%-40.0pp | 29.43%-10.5pp |
| Employer contribution / active EE | $1,640 | $1,611+1.8% | $4,305-61.9% | $2,241-26.8% |
| Participant deferral / active EE | $3,164 | $2,255+40.3% | $5,540-42.9% | $3,767-16.0% |
| Admin fee / account holder | $3,764 | $2,189+72.0% | $14,329-73.7% | $2,969+26.8% |