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 | $72,770 | $53,127+37.0% | $86,590-16.0% | $70,131+3.8% |
| Participation rate | 35.2% | 65.3%-30.1pp | 73.5%-38.3pp | 69.5%-34.3pp |
| Annual return | 16.25% | 27.66%-11.4pp | 964.84%-948.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $281 | $2,068-86.4% | $2,839-90.1% | $2,342-88.0% |
| Participant deferral / active EE | $1,803 | $2,696-33.1% | $3,609-50.0% | $3,332-45.9% |
| Admin fee / account holder | $590 | $3,585-83.5% | $4,906-88.0% | $4,645-87.3% |