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 | $76,394 | $51,175+49.3% | $70,515+8.3% | $75,163+1.6% |
| Participation rate | 44.1% | 60.9%-16.8pp | 68.3%-24.2pp | 67.2%-23.1pp |
| Annual return | 14.75% | 30.02%-15.3pp | 32.77%-18.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $697 | $1,826-61.8% | $2,973-76.5% | $2,670-73.9% |
| Participant deferral / active EE | $2,459 | $2,849-13.7% | $4,567-46.2% | $4,125-40.4% |
| Admin fee / account holder | $3,509 | $4,091-14.2% | $6,412-45.3% | $5,651-37.9% |