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 | $86,859 | $48,230+80.1% | $67,502+28.7% | $80,856+7.4% |
| Participation rate | 51.5% | 66.4%-14.9pp | 72.9%-21.4pp | 67.6%-16.1pp |
| Annual return | 20.36% | 18.28%+2.1pp | 3512.12%-3491.8pp | 35.59%-15.2pp |
| Employer contribution / active EE | $1,222 | $2,020-39.5% | $2,731-55.3% | $2,755-55.7% |
| Participant deferral / active EE | $3,230 | $2,924+10.5% | $4,000-19.2% | $4,296-24.8% |
| Admin fee / account holder | $5,732 | $3,681+55.7% | $3,998+43.4% | $6,918-17.1% |