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 | $62,571 | $39,122+59.9% | $57,179+9.4% | $62,891-0.5% |
| Participation rate | 64.5% | 70.5%-6.0pp | 75.3%-10.8pp | 69.3%-4.8pp |
| Annual return | 7.91% | 9.23%-1.3pp | 14.59%-6.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $480 | $1,874-74.4% | $2,682-82.1% | $2,281-79.0% |
| Participant deferral / active EE | $1,843 | $2,374-22.4% | $3,096-40.5% | $3,203-42.5% |
| Admin fee / account holder | $2,448 | $2,592-5.6% | $3,139-22.0% | $4,296-43.0% |