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 | $86,282 | $57,016+51.3% | $84,966+1.5% | $80,856+6.7% |
| Participation rate | 32.5% | 56.3%-23.8pp | 67.5%-35.0pp | 67.6%-35.1pp |
| Annual return | 13.76% | 21.66%-7.9pp | 66.38%-52.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $707 | $1,798-60.7% | $2,727-74.1% | $2,755-74.3% |
| Participant deferral / active EE | $1,918 | $3,110-38.3% | $4,519-57.6% | $4,296-55.3% |
| Admin fee / account holder | $7,279 | $4,980+46.1% | $6,149+18.4% | $6,918+5.2% |