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 | $76,718 | $58,828+30.4% | $77,999-1.6% | $62,891+22.0% |
| Participation rate | 46.2% | 71.1%-24.9pp | 75.5%-29.4pp | 69.3%-23.2pp |
| Annual return | 6.65% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,176 | $1,672-29.6% | $2,470-52.4% | $2,281-48.4% |
| Participant deferral / active EE | $2,498 | $2,686-7.0% | $3,497-28.6% | $3,203-22.0% |
| Admin fee / account holder | $1,690 | $4,393-61.5% | $5,480-69.2% | $4,296-60.7% |