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 | $81,851 | $71,050+15.2% | $93,606-12.6% | $80,856+1.2% |
| Participation rate | 32.3% | 60.4%-28.1pp | 68.7%-36.5pp | 67.6%-35.4pp |
| Annual return | 17.08% | 11.26%+5.8pp | 133.20%-116.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,179 | $1,564-24.6% | $2,420-51.3% | $2,755-57.2% |
| Participant deferral / active EE | $2,624 | $4,034-34.9% | $4,411-40.5% | $4,296-38.9% |
| Admin fee / account holder | $6,219 | $6,945-10.4% | $8,285-24.9% | $6,918-10.1% |