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 | $61,706 | $48,750+26.6% | $88,946-30.6% | $74,304-17.0% |
| Participation rate | 13.8% | 44.5%-30.7pp | 68.8%-55.1pp | 60.3%-46.6pp |
| Annual return | 15.39% | 25.91%-10.5pp | 57.82%-42.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $569 | $1,255-54.6% | $2,555-77.7% | $2,241-74.6% |
| Participant deferral / active EE | $1,065 | $2,423-56.0% | $4,581-76.8% | $3,767-71.7% |
| Admin fee / account holder | $4,080 | $3,756+8.6% | $8,261-50.6% | $2,969+37.4% |