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 8-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 | $83,236 | $45,073+84.7% | $69,455+19.8% | $72,985+14.0% |
| Participation rate | 57.1% | 68.5%-11.4pp | 74.6%-17.5pp | 69.5%-12.3pp |
| Annual return | 18.38% | 22.65%-4.3pp | 28.97%-10.6pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,088 | $2,054-47.0% | $2,779-60.9% | $2,440-55.4% |
| Participant deferral / active EE | $2,728 | $2,602+4.9% | $3,535-22.8% | $3,607-24.4% |
| Admin fee / account holder | $551 | $3,056-82.0% | $3,839-85.7% | $5,124-89.3% |