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 | $65,989 | $49,915+32.2% | $154,803-57.4% | $74,304-11.2% |
| Participation rate | 34.4% | 54.0%-19.5pp | 78.1%-43.7pp | 60.3%-25.9pp |
| Annual return | 15.78% | 34.06%-18.3pp | 58.88%-43.1pp | 29.43%-13.7pp |
| Employer contribution / active EE | $657 | $1,611-59.2% | $4,305-84.7% | $2,241-70.7% |
| Participant deferral / active EE | $1,371 | $2,255-39.2% | $5,540-75.3% | $3,767-63.6% |
| Admin fee / account holder | $2,705 | $2,189+23.6% | $14,329-81.1% | $2,969-8.9% |