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 | $73,494 | $45,035+63.2% | $62,995+16.7% | $70,131+4.8% |
| Participation rate | 53.3% | 69.5%-16.2pp | 74.8%-21.5pp | 69.5%-16.2pp |
| Annual return | 12.40% | 18.76%-6.4pp | 87.57%-75.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $828 | $2,051-59.6% | $2,759-70.0% | $2,342-64.7% |
| Participant deferral / active EE | $3,764 | $2,465+52.7% | $3,329+13.1% | $3,332+13.0% |
| Admin fee / account holder | $7,731 | $2,834+172.8% | $3,600+114.8% | $4,645+66.4% |