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 | $75,504 | $109,881-31.3% | $150,045-49.7% | $84,808-11.0% |
| Participation rate | 42.7% | 76.1%-33.4pp | 82.3%-39.6pp | 68.3%-25.6pp |
| Annual return | 14.98% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $915 | $3,561-74.3% | $4,693-80.5% | $2,631-65.2% |
| Participant deferral / active EE | $4,614 | $6,636-30.5% | $7,997-42.3% | $4,212+9.6% |
| Admin fee / account holder | $5,837 | $8,568-31.9% | $13,435-56.6% | $7,344-20.5% |