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 | $60,078 | $37,426+60.5% | $77,482-22.5% | $79,858-24.8% |
| Participation rate | 52.1% | 41.5%+10.6pp | 54.2%-2.1pp | 69.6%-17.5pp |
| Annual return | 14.70% | 39.70%-25.0pp | 54.79%-40.1pp | 31.71%-17.0pp |
| Employer contribution / active EE | $413 | $637-35.1% | $986-58.1% | $2,471-83.3% |
| Participant deferral / active EE | $2,145 | $1,260+70.2% | $1,861+15.2% | $3,740-42.6% |
| Admin fee / account holder | $4,193 | $2,504+67.4% | $2,858+46.7% | $5,306-21.0% |