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 | $42,421 | $20,316+108.8% | $66,042-35.8% | $74,304-42.9% |
| Participation rate | 33.1% | 62.8%-29.6pp | 67.5%-34.4pp | 60.3%-27.2pp |
| Annual return | 26.96% | 28.10%-1.1pp | 52.11%-25.1pp | 29.43%-2.5pp |
| Employer contribution / active EE | $799 | $745+7.4% | $1,579-49.4% | $2,241-64.3% |
| Participant deferral / active EE | $1,542 | $1,615-4.5% | $2,835-45.6% | $3,767-59.1% |
| Admin fee / account holder | $12,371 | $1,668+641.5% | $5,747+115.3% | $2,969+316.7% |