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 | $76,797 | $55,706+37.9% | $75,886+1.2% | $72,985+5.2% |
| Participation rate | 39.1% | 61.1%-22.0pp | 69.3%-30.2pp | 69.5%-30.4pp |
| Annual return | 21.35% | 27.59%-6.2pp | 30.76%-9.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,116 | $1,687-33.8% | $2,500-55.4% | $2,440-54.2% |
| Participant deferral / active EE | $2,363 | $2,634-10.3% | $3,603-34.4% | $3,607-34.5% |
| Admin fee / account holder | $482 | $3,978-87.9% | $5,418-91.1% | $5,124-90.6% |