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 | $65,390 | $58,523+11.7% | $99,443-34.2% | $72,985-10.4% |
| Participation rate | 64.3% | 64.6%-0.3pp | 73.8%-9.5pp | 69.5%-5.2pp |
| Annual return | 21.80% | 28.51%-6.7pp | 30.72%-8.9pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,010 | $1,512-33.2% | $2,540-60.2% | $2,440-58.6% |
| Participant deferral / active EE | $1,517 | $2,606-41.8% | $3,619-58.1% | $3,607-57.9% |
| Admin fee / account holder | $1,586 | $4,102-61.3% | $6,250-74.6% | $5,124-69.0% |