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 | $65,463 | $54,573+20.0% | $90,951-28.0% | $73,488-10.9% |
| Participation rate | 48.6% | 61.2%-12.5pp | 69.0%-20.4pp | 70.7%-22.0pp |
| Annual return | 16.35% | 16.69%-0.3pp | 134.60%-118.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $706 | $991-28.8% | $2,122-66.7% | $2,270-68.9% |
| Participant deferral / active EE | $2,781 | $2,517+10.5% | $3,373-17.5% | $3,740-25.6% |
| Admin fee / account holder | $3,293 | $521+531.4% | $5,959-44.7% | $513+541.7% |