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 | $79,258 | $52,279+51.6% | $89,391-11.3% | $79,858-0.8% |
| Participation rate | 49.0% | 57.5%-8.5pp | 68.0%-19.0pp | 69.6%-20.6pp |
| Annual return | 13.81% | 22.16%-8.4pp | 245.62%-231.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,057 | $1,572+30.9% | $2,586-20.5% | $2,471-16.8% |
| Participant deferral / active EE | $3,063 | $2,740+11.8% | $3,890-21.2% | $3,740-18.1% |
| Admin fee / account holder | $498 | $3,356-85.2% | $4,881-89.8% | $5,306-90.6% |