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 | $91,713 | $78,705+16.5% | $117,854-22.2% | $70,131+30.8% |
| Participation rate | 46.2% | 73.2%-27.0pp | 79.7%-33.5pp | 69.5%-23.4pp |
| Annual return | 13.35% | 23.30%-9.9pp | 335.08%-321.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $820 | $2,223-63.1% | $3,786-78.4% | $2,342-65.0% |
| Participant deferral / active EE | $1,920 | $3,297-41.8% | $4,482-57.2% | $3,332-42.4% |
| Admin fee / account holder | $7,113 | $5,065+40.4% | $8,020-11.3% | $4,645+53.1% |