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 | $57,026 | $37,426+52.4% | $77,482-26.4% | $79,858-28.6% |
| Participation rate | 31.4% | 41.5%-10.1pp | 54.2%-22.8pp | 69.6%-38.2pp |
| Annual return | 15.34% | 39.70%-24.4pp | 54.79%-39.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $178 | $637-72.0% | $986-82.0% | $2,471-92.8% |
| Participant deferral / active EE | $868 | $1,260-31.1% | $1,861-53.4% | $3,740-76.8% |
| Admin fee / account holder | $1,039 | $2,504-58.5% | $2,858-63.6% | $5,306-80.4% |