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 5-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 | $85,324 | $68,547+24.5% | $120,354-29.1% | $80,856+5.5% |
| Participation rate | 53.4% | 61.6%-8.2pp | 71.9%-18.5pp | 67.6%-14.2pp |
| Annual return | 12.97% | 23.60%-10.6pp | 107.15%-94.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $662 | $2,051-67.7% | $3,463-80.9% | $2,755-76.0% |
| Participant deferral / active EE | $2,642 | $3,173-16.7% | $4,991-47.1% | $4,296-38.5% |
| Admin fee / account holder | $3,124 | $5,732-45.5% | $9,423-66.8% | $6,918-54.8% |