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 | $81,713 | $56,053+45.8% | $75,972+7.6% | $80,856+1.1% |
| Participation rate | 37.3% | 62.0%-24.7pp | 69.1%-31.8pp | 67.6%-30.4pp |
| Annual return | 12.82% | 20.53%-7.7pp | 359.55%-346.7pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,436 | $1,874-23.4% | $2,685-46.5% | $2,755-47.9% |
| Participant deferral / active EE | $3,712 | $3,052+21.6% | $4,255-12.8% | $4,296-13.6% |
| Admin fee / account holder | $6,192 | $5,234+18.3% | $6,467-4.2% | $6,918-10.5% |