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 | $66,845 | $29,660+125.4% | $56,411+18.5% | $80,856-17.3% |
| Participation rate | 39.8% | 41.6%-1.9pp | 52.5%-12.7pp | 67.6%-27.9pp |
| Annual return | 17.61% | 35.23%-17.6pp | 1701.33%-1683.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,257 | $669+87.8% | $1,039+21.0% | $2,755-54.4% |
| Participant deferral / active EE | $1,880 | $1,226+53.4% | $1,952-3.7% | $4,296-56.2% |
| Admin fee / account holder | $3,415 | $2,428+40.7% | $2,829+20.7% | $6,918-50.6% |