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 | $61,180 | $74,927-18.3% | $101,794-39.9% | $84,808-27.9% |
| Participation rate | 49.0% | 61.4%-12.4pp | 69.2%-20.2pp | 68.3%-19.4pp |
| Annual return | 13.73% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $642 | $1,522-57.8% | $2,289-71.9% | $2,631-75.6% |
| Participant deferral / active EE | $3,235 | $3,099+4.4% | $4,084-20.8% | $4,212-23.2% |
| Admin fee / account holder | $22,509 | $6,514+245.6% | $8,777+156.5% | $7,344+206.5% |