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 | $71,140 | $65,365+8.8% | $92,893-23.4% | $72,985-2.5% |
| Participation rate | 46.4% | 68.3%-21.9pp | 76.0%-29.6pp | 69.5%-23.1pp |
| Annual return | 17.78% | 42.10%-24.3pp | 109.41%-91.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $771 | $2,594-70.3% | $3,653-78.9% | $2,440-68.4% |
| Participant deferral / active EE | $1,969 | $3,128-37.1% | $4,236-53.5% | $3,607-45.4% |
| Admin fee / account holder | $5,263 | $4,251+23.8% | $5,794-9.2% | $5,124+2.7% |