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 | $60,520 | $73,933-18.1% | $96,683-37.4% | $75,163-19.5% |
| Participation rate | 69.0% | 66.4%+2.5pp | 74.3%-5.4pp | 67.2%+1.8pp |
| Annual return | 18.88% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $912 | $2,928-68.8% | $3,737-75.6% | $2,670-65.8% |
| Participant deferral / active EE | $2,974 | $3,659-18.7% | $4,878-39.0% | $4,125-27.9% |
| Admin fee / account holder | $311 | $5,216-94.0% | $6,730-95.4% | $5,651-94.5% |