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 | $100,602 | $81,248+23.8% | $155,509-35.3% | $80,856+24.4% |
| Participation rate | 42.9% | 66.2%-23.4pp | 78.2%-35.3pp | 67.6%-24.8pp |
| Annual return | 14.80% | 33.31%-18.5pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $693 | $3,100-77.6% | $4,672-85.2% | $2,755-74.8% |
| Participant deferral / active EE | $1,817 | $3,452-47.3% | $5,626-67.7% | $4,296-57.7% |
| Admin fee / account holder | $2,461 | $7,997-69.2% | $15,912-84.5% | $6,918-64.4% |