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 | $60,533 | $58,828+2.9% | $77,999-22.4% | $62,891-3.8% |
| Participation rate | 67.6% | 71.1%-3.5pp | 75.5%-8.0pp | 69.3%-1.7pp |
| Annual return | 10.78% | 17.16%-6.4pp | 425.96%-415.2pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,663 | $1,672-0.5% | $2,470-32.7% | $2,281-27.1% |
| Participant deferral / active EE | $3,098 | $2,686+15.4% | $3,497-11.4% | $3,203-3.3% |
| Admin fee / account holder | $1,037 | $4,393-76.4% | $5,480-81.1% | $4,296-75.9% |