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 | $68,582 | $104,251-34.2% | $91,001-24.6% | $147,584-53.5% |
| Participation rate | 38.1% | 78.2%-40.1pp | 75.6%-37.5pp | 82.8%-44.7pp |
| Annual return | 10.80% | 27.06%-16.3pp | 4.60%+6.2pp | 578.55%-567.7pp |
| Employer contribution / active EE | $718 | $3,116-77.0% | $2,456-70.8% | $4,876-85.3% |
| Participant deferral / active EE | $2,088 | $4,195-50.2% | $3,547-41.1% | $5,439-61.6% |
| Admin fee / account holder | $10,950 | $8,948+22.4% | $5,417+102.1% | $10,885+0.6% |