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 | $59,318 | $20,316+192.0% | $66,042-10.2% | $74,304-20.2% |
| Participation rate | 39.8% | 62.8%-22.9pp | 67.5%-27.7pp | 60.3%-20.5pp |
| Annual return | 22.01% | 28.10%-6.1pp | 52.11%-30.1pp | 29.43%-7.4pp |
| Employer contribution / active EE | $998 | $745+34.0% | $1,579-36.8% | $2,241-55.5% |
| Participant deferral / active EE | $1,844 | $1,615+14.1% | $2,835-35.0% | $3,767-51.1% |
| Admin fee / account holder | $2,617 | $1,668+56.9% | $5,747-54.5% | $2,969-11.9% |