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 | $62,806 | $60,022+4.6% | $88,946-29.4% | $84,808-25.9% |
| Participation rate | 58.8% | 57.8%+1.0pp | 68.8%-10.0pp | 68.3%-9.5pp |
| Annual return | 18.64% | 22.43%-3.8pp | 57.82%-39.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $845 | $1,703-50.4% | $2,555-66.9% | $2,631-67.9% |
| Participant deferral / active EE | $1,969 | $3,114-36.8% | $4,581-57.0% | $4,212-53.3% |
| Admin fee / account holder | $8,840 | $4,811+83.8% | $8,261+7.0% | $7,344+20.4% |