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 | $57,100 | $20,316+181.1% | $66,042-13.5% | $74,304-23.2% |
| Participation rate | 34.2% | 62.8%-28.5pp | 67.5%-33.3pp | 60.3%-26.1pp |
| Annual return | 17.92% | 28.10%-10.2pp | 52.11%-34.2pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,045 | $745+40.3% | $1,579-33.8% | $2,241-53.4% |
| Participant deferral / active EE | $1,971 | $1,615+22.0% | $2,835-30.5% | $3,767-47.7% |
| Admin fee / account holder | $3,944 | $1,668+136.4% | $5,747-31.4% | $2,969+32.8% |