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 | $63,429 | $71,050-10.7% | $93,606-32.2% | $80,856-21.6% |
| Participation rate | 68.0% | 60.4%+7.6pp | 68.7%-0.7pp | 67.6%+0.4pp |
| Annual return | 10.84% | 11.26%-0.4pp | 133.20%-122.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $506 | $1,564-67.6% | $2,420-79.1% | $2,755-81.6% |
| Participant deferral / active EE | $6,649 | $4,034+64.8% | $4,411+50.7% | $4,296+54.8% |
| Admin fee / account holder | $2,036 | $6,945-70.7% | $8,285-75.4% | $6,918-70.6% |