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 | $75,978 | $65,041+16.8% | $90,951-16.5% | $79,858-4.9% |
| Participation rate | 38.3% | 61.6%-23.3pp | 69.0%-30.7pp | 69.6%-31.3pp |
| Annual return | 13.03% | 30.45%-17.4pp | 134.60%-121.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $382 | $1,247-69.4% | $2,122-82.0% | $2,471-84.5% |
| Participant deferral / active EE | $1,136 | $2,512-54.8% | $3,373-66.3% | $3,740-69.6% |
| Admin fee / account holder | $25,864 | $4,536+470.2% | $5,959+334.1% | $5,306+387.4% |