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 | $76,395 | $53,053+44.0% | $126,539-39.6% | $74,304+2.8% |
| Participation rate | 35.6% | 48.0%-12.4pp | 69.8%-34.2pp | 60.3%-24.7pp |
| Annual return | 16.67% | 29.46%-12.8pp | 425.95%-409.3pp | 29.43%-12.8pp |
| Employer contribution / active EE | $903 | $1,168-22.6% | $3,674-75.4% | $2,241-59.7% |
| Participant deferral / active EE | $1,713 | $2,303-25.6% | $4,083-58.1% | $3,767-54.5% |
| Admin fee / account holder | $1,240 | $3,698-66.5% | $6,065-79.6% | $2,969-58.2% |