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 | $71,244 | $57,541+23.8% | $95,745-25.6% | $75,163-5.2% |
| Participation rate | 38.2% | 62.5%-24.3pp | 72.3%-34.0pp | 67.2%-29.0pp |
| Annual return | 21.11% | 34.93%-13.8pp | 28.35%-7.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $812 | $1,808-55.1% | $2,835-71.4% | $2,670-69.6% |
| Participant deferral / active EE | $2,735 | $3,074-11.0% | $4,245-35.6% | $4,125-33.7% |
| Admin fee / account holder | $2,945 | $4,099-28.2% | $5,678-48.1% | $5,651-47.9% |