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 | $61,355 | $81,248-24.5% | $155,509-60.5% | $80,856-24.1% |
| Participation rate | 63.1% | 66.2%-3.2pp | 78.2%-15.1pp | 67.6%-4.6pp |
| Annual return | 13.57% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $399 | $3,100-87.1% | $4,672-91.5% | $2,755-85.5% |
| Participant deferral / active EE | $2,563 | $3,452-25.8% | $5,626-54.4% | $4,296-40.3% |
| Admin fee / account holder | $3,474 | $7,997-56.6% | $15,912-78.2% | $6,918-49.8% |