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 | $66,327 | $49,915+32.9% | $154,803-57.2% | $74,304-10.7% |
| Participation rate | 21.2% | 54.0%-32.7pp | 78.1%-56.8pp | 60.3%-39.1pp |
| Annual return | 13.40% | 34.06%-20.7pp | 58.88%-45.5pp | 29.43%-16.0pp |
| Employer contribution / active EE | $812 | $1,611-49.6% | $4,305-81.1% | $2,241-63.8% |
| Participant deferral / active EE | $1,046 | $2,255-53.6% | $5,540-81.1% | $3,767-72.2% |
| Admin fee / account holder | $2,555 | $2,189+16.7% | $14,329-82.2% | $2,969-13.9% |