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 | $71,693 | $71,050+0.9% | $93,606-23.4% | $80,856-11.3% |
| Participation rate | 35.1% | 60.4%-25.3pp | 68.7%-33.6pp | 67.6%-32.5pp |
| Annual return | 11.87% | 11.26%+0.6pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $776 | $1,564-50.4% | $2,420-67.9% | $2,755-71.8% |
| Participant deferral / active EE | $2,039 | $4,034-49.5% | $4,411-53.8% | $4,296-52.5% |
| Admin fee / account holder | $1,867 | $6,945-73.1% | $8,285-77.5% | $6,918-73.0% |