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 | $61,782 | $37,426+65.1% | $77,482-20.3% | $79,858-22.6% |
| Participation rate | 48.1% | 41.5%+6.6pp | 54.2%-6.0pp | 69.6%-21.5pp |
| Annual return | 17.33% | 39.70%-22.4pp | 54.79%-37.5pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,513 | $637+137.6% | $986+53.3% | $2,471-38.8% |
| Participant deferral / active EE | $3,559 | $1,260+182.5% | $1,861+91.2% | $3,740-4.8% |
| Admin fee / account holder | $1,061 | $2,504-57.6% | $2,858-62.9% | $5,306-80.0% |