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 | $57,354 | $58,512-2.0% | $84,015-31.7% | $72,985-21.4% |
| Participation rate | 68.8% | 61.2%+7.5pp | 69.0%-0.3pp | 69.5%-0.7pp |
| Annual return | 18.94% | 28.93%-10.0pp | 71.31%-52.4pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,128 | $1,163+82.9% | $1,983+7.3% | $2,440-12.8% |
| Participant deferral / active EE | $3,069 | $2,394+28.2% | $3,239-5.2% | $3,607-14.9% |
| Admin fee / account holder | $3,841 | $4,569-15.9% | $6,101-37.0% | $5,124-25.0% |