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 | $78,721 | $66,098+19.1% | $101,794-22.7% | $74,304+5.9% |
| Participation rate | 35.0% | 53.8%-18.7pp | 69.2%-34.1pp | 60.3%-25.3pp |
| Annual return | 15.78% | 19.59%-3.8pp | 30.53%-14.7pp | 29.43%-13.7pp |
| Employer contribution / active EE | $285 | $1,082-73.7% | $2,289-87.6% | $2,241-87.3% |
| Participant deferral / active EE | $1,990 | $2,781-28.4% | $4,084-51.3% | $3,767-47.2% |
| Admin fee / account holder | $5,149 | $4,146+24.2% | $8,777-41.3% | $2,969+73.4% |