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 | $86,258 | $65,041+32.6% | $90,951-5.2% | $79,858+8.0% |
| Participation rate | 56.7% | 61.6%-4.9pp | 69.0%-12.3pp | 69.6%-13.0pp |
| Annual return | 13.45% | 30.45%-17.0pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $864 | $1,247-30.7% | $2,122-59.3% | $2,471-65.0% |
| Participant deferral / active EE | $2,333 | $2,512-7.1% | $3,373-30.8% | $3,740-37.6% |
| Admin fee / account holder | $2,071 | $4,536-54.3% | $5,959-65.2% | $5,306-61.0% |