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 7-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 | $55,549 | $58,512-5.1% | $84,015-33.9% | $72,985-23.9% |
| Participation rate | 64.6% | 61.2%+3.4pp | 69.0%-4.4pp | 69.5%-4.9pp |
| Annual return | 20.39% | 28.93%-8.5pp | 71.31%-50.9pp | 81.00%-60.6pp |
| Employer contribution / active EE | $395 | $1,163-66.0% | $1,983-80.1% | $2,440-83.8% |
| Participant deferral / active EE | $1,984 | $2,394-17.1% | $3,239-38.7% | $3,607-45.0% |
| Admin fee / account holder | $1,745 | $4,569-61.8% | $6,101-71.4% | $5,124-65.9% |