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 | $56,097 | $46,553+20.5% | $64,056-12.4% | $75,163-25.4% |
| Participation rate | 46.0% | 65.9%-19.9pp | 72.3%-26.3pp | 67.2%-21.2pp |
| Annual return | 11.71% | 26.03%-14.3pp | 33.69%-22.0pp | 160.62%-148.9pp |
| Employer contribution / active EE | $485 | $1,974-75.5% | $2,747-82.4% | $2,670-81.9% |
| Participant deferral / active EE | $2,246 | $2,837-20.8% | $3,880-42.1% | $4,125-45.6% |
| Admin fee / account holder | $4,174 | $2,952+41.4% | $3,068+36.0% | $5,651-26.1% |