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 | $80,659 | $68,719+17.4% | $91,541-11.9% | $84,808-4.9% |
| Participation rate | 38.0% | 64.5%-26.5pp | 69.8%-31.7pp | 68.3%-30.3pp |
| Annual return | 14.29% | 19.12%-4.8pp | 20.50%-6.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $746 | $1,920-61.1% | $2,505-70.2% | $2,631-71.6% |
| Participant deferral / active EE | $1,724 | $3,136-45.0% | $4,008-57.0% | $4,212-59.1% |
| Admin fee / account holder | $4,688 | $5,786-19.0% | $6,956-32.6% | $7,344-36.2% |