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 | $81,716 | $49,915+63.7% | $154,803-47.2% | $74,304+10.0% |
| Participation rate | 29.0% | 54.0%-25.0pp | 78.1%-49.1pp | 60.3%-31.4pp |
| Annual return | 15.07% | 34.06%-19.0pp | 58.88%-43.8pp | 29.43%-14.4pp |
| Employer contribution / active EE | $603 | $1,611-62.6% | $4,305-86.0% | $2,241-73.1% |
| Participant deferral / active EE | $1,299 | $2,255-42.4% | $5,540-76.6% | $3,767-65.5% |
| Admin fee / account holder | $11,171 | $2,189+410.3% | $14,329-22.0% | $2,969+276.3% |