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 | $87,505 | $80,717+8.4% | $154,803-43.5% | $84,808+3.2% |
| Participation rate | 32.4% | 66.8%-34.5pp | 78.1%-45.7pp | 68.3%-36.0pp |
| Annual return | 16.78% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $560 | $2,761-79.7% | $4,305-87.0% | $2,631-78.7% |
| Participant deferral / active EE | $1,149 | $3,303-65.2% | $5,540-79.3% | $4,212-72.7% |
| Admin fee / account holder | $3,556 | $6,746-47.3% | $14,329-75.2% | $7,344-51.6% |