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 | $82,217 | $52,380+57.0% | $98,755-16.7% | $85,850-4.2% |
| Participation rate | 57.1% | 58.0%-0.8pp | 65.7%-8.6pp | 69.3%-12.2pp |
| Annual return | 13.77% | 25.82%-12.1pp | 49.91%-36.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $876 | $1,337-34.5% | $2,067-57.6% | $2,565-65.9% |
| Participant deferral / active EE | $2,186 | $2,101+4.0% | $3,035-28.0% | $3,952-44.7% |
| Admin fee / account holder | $4,554 | $3,865+17.8% | $4,076+11.7% | $6,260-27.3% |