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 | $67,262 | $53,777+25.1% | $134,143-49.9% | $79,858-15.8% |
| Participation rate | 58.1% | 58.8%-0.6pp | 72.2%-14.0pp | 69.6%-11.5pp |
| Annual return | 13.75% | 19.01%-5.3pp | 36.33%-22.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $916 | $1,321-30.7% | $3,704-75.3% | $2,471-62.9% |
| Participant deferral / active EE | $2,663 | $2,420+10.1% | $3,499-23.9% | $3,740-28.8% |
| Admin fee / account holder | $679 | $3,984-82.9% | $6,684-89.8% | $5,306-87.2% |