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 | $66,245 | $53,516+23.8% | $126,539-47.6% | $84,808-21.9% |
| Participation rate | 43.1% | 58.2%-15.1pp | 69.8%-26.7pp | 68.3%-25.2pp |
| Annual return | 20.40% | 58.34%-37.9pp | 425.95%-405.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $798 | $1,535-48.0% | $3,674-78.3% | $2,631-69.7% |
| Participant deferral / active EE | $2,583 | $2,671-3.3% | $4,083-36.7% | $4,212-38.7% |
| Admin fee / account holder | $691 | $4,497-84.6% | $6,065-88.6% | $7,344-90.6% |