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 | $63,058 | $60,349+4.5% | $74,183-15.0% | $62,891+0.3% |
| Participation rate | 65.2% | 72.7%-7.6pp | 76.6%-11.4pp | 69.3%-4.1pp |
| Annual return | 19.78% | 21.37%-1.6pp | 17.74%+2.0pp | 20.14%-0.4pp |
| Employer contribution / active EE | $982 | $1,680-41.5% | $2,370-58.6% | $2,281-56.9% |
| Participant deferral / active EE | $4,071 | $2,856+42.5% | $3,550+14.7% | $3,203+27.1% |
| Admin fee / account holder | $10,382 | $4,261+143.6% | $5,586+85.9% | $4,296+141.7% |