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 | $64,053 | $58,512+9.5% | $84,015-23.8% | $72,985-12.2% |
| Participation rate | 22.5% | 61.2%-38.7pp | 69.0%-46.5pp | 69.5%-47.0pp |
| Annual return | 21.95% | 28.93%-7.0pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $525 | $1,163-54.9% | $1,983-73.5% | $2,440-78.5% |
| Participant deferral / active EE | $1,243 | $2,394-48.1% | $3,239-61.6% | $3,607-65.5% |
| Admin fee / account holder | $449 | $4,569-90.2% | $6,101-92.6% | $5,124-91.2% |