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 | $76,833 | $56,317+36.4% | $71,209+7.9% | $74,304+3.4% |
| Participation rate | 43.2% | 55.1%-11.9pp | 73.8%-30.5pp | 60.3%-17.1pp |
| Annual return | 15.04% | 42.83%-27.8pp | 282.51%-267.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $822 | $2,160-62.0% | $2,721-69.8% | $2,241-63.3% |
| Participant deferral / active EE | $1,801 | $2,788-35.4% | $4,175-56.9% | $3,767-52.2% |
| Admin fee / account holder | $11,369 | $2,290+396.5% | $5,349+112.6% | $2,969+282.9% |