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 | $58,654 | $56,897+3.1% | $84,750-30.8% | $62,891-6.7% |
| Participation rate | 62.2% | 68.5%-6.3pp | 76.6%-14.3pp | 69.3%-7.1pp |
| Annual return | 9.89% | 6.30%+3.6pp | 22.78%-12.9pp | 20.14%-10.3pp |
| Employer contribution / active EE | $960 | $2,400-60.0% | $3,574-73.1% | $2,281-57.9% |
| Participant deferral / active EE | $2,496 | $2,709-7.9% | $3,712-32.8% | $3,203-22.1% |
| Admin fee / account holder | $2,161 | $3,581-39.6% | $5,332-59.5% | $4,296-49.7% |