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 | $73,653 | $48,795+50.9% | $65,493+12.5% | $84,808-13.2% |
| Participation rate | 45.3% | 67.0%-21.7pp | 73.1%-27.8pp | 68.3%-23.0pp |
| Annual return | 15.84% | 20.20%-4.4pp | 982.45%-966.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $568 | $1,930-70.6% | $2,574-77.9% | $2,631-78.4% |
| Participant deferral / active EE | $2,229 | $2,928-23.9% | $3,961-43.7% | $4,212-47.1% |
| Admin fee / account holder | $15,080 | $3,877+289.0% | $5,028+199.9% | $7,344+105.3% |