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 | $99,226 | $80,968+22.5% | $96,544+2.8% | $75,163+32.0% |
| Participation rate | 46.2% | 71.8%-25.6pp | 76.0%-29.8pp | 67.2%-21.0pp |
| Annual return | 13.68% | 27.06%-13.4pp | 25.84%-12.2pp | 160.62%-146.9pp |
| Employer contribution / active EE | $922 | $2,282-59.6% | $2,965-68.9% | $2,670-65.5% |
| Participant deferral / active EE | $1,848 | $3,928-53.0% | $4,851-61.9% | $4,125-55.2% |
| Admin fee / account holder | $2,542 | $6,724-62.2% | $8,252-69.2% | $5,651-55.0% |