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 | $71,128 | $37,426+90.0% | $77,482-8.2% | $79,858-10.9% |
| Participation rate | 32.8% | 41.5%-8.7pp | 54.2%-21.4pp | 69.6%-36.9pp |
| Annual return | 11.42% | 39.70%-28.3pp | 54.79%-43.4pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,366 | $637+271.6% | $986+139.8% | $2,471-4.3% |
| Participant deferral / active EE | $462 | $1,260-63.3% | $1,861-75.2% | $3,740-87.6% |
| Admin fee / account holder | $1,210 | $2,504-51.7% | $2,858-57.7% | $5,306-77.2% |