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 | $85,256 | $60,022+42.0% | $88,946-4.1% | $84,808+0.5% |
| Participation rate | 17.2% | 57.8%-40.6pp | 68.8%-51.6pp | 68.3%-51.1pp |
| Annual return | 20.98% | 22.43%-1.5pp | 57.82%-36.8pp | 40.90%-19.9pp |
| Employer contribution / active EE | $930 | $1,703-45.4% | $2,555-63.6% | $2,631-64.7% |
| Participant deferral / active EE | $2,216 | $3,114-28.8% | $4,581-51.6% | $4,212-47.4% |
| Admin fee / account holder | $775 | $4,811-83.9% | $8,261-90.6% | $7,344-89.4% |