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 | $77,123 | $60,892+26.7% | $82,389-6.4% | $84,808-9.1% |
| Participation rate | 45.5% | 63.3%-17.8pp | 69.5%-24.1pp | 68.3%-22.9pp |
| Annual return | 13.88% | 37.29%-23.4pp | 28.67%-14.8pp | 40.90%-27.0pp |
| Employer contribution / active EE | $581 | $1,779-67.3% | $2,517-76.9% | $2,631-77.9% |
| Participant deferral / active EE | $1,813 | $3,179-43.0% | $4,155-56.4% | $4,212-56.9% |
| Admin fee / account holder | $35,598 | $5,467+551.1% | $7,231+392.3% | $7,344+384.7% |