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 | $62,089 | $58,512+6.1% | $84,015-26.1% | $72,985-14.9% |
| Participation rate | 64.7% | 61.2%+3.5pp | 69.0%-4.3pp | 69.5%-4.8pp |
| Annual return | 21.33% | 28.93%-7.6pp | 71.31%-50.0pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,566 | $1,163+34.7% | $1,983-21.0% | $2,440-35.8% |
| Participant deferral / active EE | $2,601 | $2,394+8.6% | $3,239-19.7% | $3,607-27.9% |
| Admin fee / account holder | $1,552 | $4,569-66.0% | $6,101-74.6% | $5,124-69.7% |