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 | $60,278 | $63,355-4.9% | $91,989-34.5% | $72,985-17.4% |
| Participation rate | 39.5% | 72.5%-33.0pp | 78.6%-39.2pp | 69.5%-30.0pp |
| Annual return | 20.64% | 35.35%-14.7pp | 69.02%-48.4pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,165 | $2,116-45.0% | $3,452-66.3% | $2,440-52.3% |
| Participant deferral / active EE | $2,431 | $4,883-50.2% | $5,923-59.0% | $3,607-32.6% |
| Admin fee / account holder | $1,942 | $4,668-58.4% | $7,743-74.9% | $5,124-62.1% |