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 | $86,134 | $54,541+57.9% | $78,778+9.3% | $70,131+22.8% |
| Participation rate | 38.2% | 60.8%-22.6pp | 69.2%-31.0pp | 69.5%-31.3pp |
| Annual return | 20.72% | 21.07%-0.4pp | 35.62%-14.9pp | 73.14%-52.4pp |
| Employer contribution / active EE | $412 | $1,089-62.2% | $1,986-79.3% | $2,342-82.4% |
| Participant deferral / active EE | $1,453 | $2,210-34.3% | $2,958-50.9% | $3,332-56.4% |
| Admin fee / account holder | $13,205 | $3,709+256.1% | $5,134+157.2% | $4,645+184.3% |