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 | $55,438 | $46,869+18.3% | $122,332-54.7% | $70,131-21.0% |
| Participation rate | 52.6% | 58.2%-5.6pp | 71.6%-19.1pp | 69.5%-17.0pp |
| Annual return | 14.58% | 24.22%-9.6pp | 30.27%-15.7pp | 73.14%-58.6pp |
| Employer contribution / active EE | $778 | $1,288-39.6% | $4,050-80.8% | $2,342-66.8% |
| Participant deferral / active EE | $1,411 | $2,166-34.9% | $3,287-57.1% | $3,332-57.6% |
| Admin fee / account holder | $3,398 | $3,322+2.3% | $5,478-38.0% | $4,645-26.9% |