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 | $77,559 | $65,041+19.2% | $90,951-14.7% | $79,858-2.9% |
| Participation rate | 56.1% | 61.6%-5.5pp | 69.0%-12.9pp | 69.6%-13.5pp |
| Annual return | 10.20% | 30.45%-20.2pp | 134.60%-124.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $555 | $1,247-55.5% | $2,122-73.8% | $2,471-77.5% |
| Participant deferral / active EE | $3,500 | $2,512+39.3% | $3,373+3.8% | $3,740-6.4% |
| Admin fee / account holder | $14,221 | $4,536+213.5% | $5,959+138.7% | $5,306+168.0% |