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 | $59,652 | $58,512+1.9% | $84,015-29.0% | $72,985-18.3% |
| Participation rate | 37.5% | 61.2%-23.7pp | 69.0%-31.5pp | 69.5%-32.0pp |
| Annual return | 24.15% | 28.93%-4.8pp | 71.31%-47.2pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,477 | $1,163+27.0% | $1,983-25.5% | $2,440-39.5% |
| Participant deferral / active EE | $3,140 | $2,394+31.2% | $3,239-3.0% | $3,607-13.0% |
| Admin fee / account holder | $12,496 | $4,569+173.5% | $6,101+104.8% | $5,124+143.8% |