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 | $83,398 | $59,101+41.1% | $77,163+8.1% | $75,163+11.0% |
| Participation rate | 44.7% | 63.9%-19.1pp | 69.6%-24.8pp | 67.2%-22.5pp |
| Annual return | 16.57% | 26.71%-10.1pp | 37.87%-21.3pp | 160.62%-144.0pp |
| Employer contribution / active EE | $513 | $1,995-74.3% | $2,535-79.8% | $2,670-80.8% |
| Participant deferral / active EE | $1,508 | $2,999-49.7% | $3,833-60.7% | $4,125-63.4% |
| Admin fee / account holder | $578 | $4,774-87.9% | $5,472-89.4% | $5,651-89.8% |