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 | $99,827 | $56,053+78.1% | $75,972+31.4% | $80,856+23.5% |
| Participation rate | 45.5% | 62.0%-16.6pp | 69.1%-23.6pp | 67.6%-22.2pp |
| Annual return | 11.34% | 20.53%-9.2pp | 359.55%-348.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $526 | $1,874-71.9% | $2,685-80.4% | $2,755-80.9% |
| Participant deferral / active EE | $3,018 | $3,052-1.1% | $4,255-29.1% | $4,296-29.8% |
| Admin fee / account holder | $6,761 | $5,234+29.2% | $6,467+4.6% | $6,918-2.3% |