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 | $71,616 | $54,541+31.3% | $78,778-9.1% | $70,131+2.1% |
| Participation rate | 54.1% | 60.8%-6.7pp | 69.2%-15.1pp | 69.5%-15.5pp |
| Annual return | 16.17% | 21.07%-4.9pp | 35.62%-19.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $670 | $1,089-38.4% | $1,986-66.3% | $2,342-71.4% |
| Participant deferral / active EE | $2,105 | $2,210-4.8% | $2,958-28.8% | $3,332-36.8% |
| Admin fee / account holder | $6,462 | $3,709+74.2% | $5,134+25.9% | $4,645+39.1% |