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 | $46,246 | $39,122+18.2% | $57,179-19.1% | $62,891-26.5% |
| Participation rate | 61.0% | 70.5%-9.5pp | 75.3%-14.4pp | 69.3%-8.3pp |
| Annual return | 7.65% | 9.23%-1.6pp | 14.59%-6.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $731 | $1,874-61.0% | $2,682-72.7% | $2,281-67.9% |
| Participant deferral / active EE | $3,060 | $2,374+28.9% | $3,096-1.2% | $3,203-4.5% |
| Admin fee / account holder | $852 | $2,592-67.1% | $3,139-72.9% | $4,296-80.2% |