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 | $66,285 | $65,041+1.9% | $90,951-27.1% | $79,858-17.0% |
| Participation rate | 36.9% | 61.6%-24.7pp | 69.0%-32.1pp | 69.6%-32.7pp |
| Annual return | 19.46% | 30.45%-11.0pp | 134.60%-115.1pp | 31.71%-12.3pp |
| Employer contribution / active EE | $911 | $1,247-27.0% | $2,122-57.1% | $2,471-63.1% |
| Participant deferral / active EE | $2,773 | $2,512+10.4% | $3,373-17.8% | $3,740-25.9% |
| Admin fee / account holder | $2,632 | $4,536-42.0% | $5,959-55.8% | $5,306-50.4% |