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 | $65,199 | $53,053+22.9% | $126,539-48.5% | $74,304-12.3% |
| Participation rate | 27.8% | 48.0%-20.2pp | 69.8%-42.0pp | 60.3%-32.5pp |
| Annual return | 18.56% | 29.46%-10.9pp | 425.95%-407.4pp | 29.43%-10.9pp |
| Employer contribution / active EE | $358 | $1,168-69.4% | $3,674-90.3% | $2,241-84.0% |
| Participant deferral / active EE | $1,366 | $2,303-40.7% | $4,083-66.5% | $3,767-63.7% |
| Admin fee / account holder | $1,503 | $3,698-59.4% | $6,065-75.2% | $2,969-49.4% |