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 | $71,621 | $56,054+27.8% | $171,082-58.1% | $62,891+13.9% |
| Participation rate | 55.9% | 62.9%-6.9pp | 76.7%-20.8pp | 69.3%-13.4pp |
| Annual return | 5.64% | 22.52%-16.9pp | 32.56%-26.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $530 | $1,731-69.4% | $4,002-86.8% | $2,281-76.8% |
| Participant deferral / active EE | $3,533 | $3,158+11.9% | $4,797-26.4% | $3,203+10.3% |
| Admin fee / account holder | $5,429 | $3,647+48.9% | $8,520-36.3% | $4,296+26.4% |