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 8-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 | $71,556 | $58,523+22.3% | $99,443-28.0% | $72,985-2.0% |
| Participation rate | 48.4% | 64.6%-16.2pp | 73.8%-25.4pp | 69.5%-21.1pp |
| Annual return | 25.27% | 28.51%-3.2pp | 30.72%-5.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $756 | $1,512-50.0% | $2,540-70.2% | $2,440-69.0% |
| Participant deferral / active EE | $2,311 | $2,606-11.3% | $3,619-36.1% | $3,607-35.9% |
| Admin fee / account holder | $10,945 | $4,102+166.8% | $6,250+75.1% | $5,124+113.6% |