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 | $58,099 | $53,777+8.0% | $134,143-56.7% | $79,858-27.2% |
| Participation rate | 56.5% | 58.8%-2.2pp | 72.2%-15.7pp | 69.6%-13.1pp |
| Annual return | 20.91% | 19.01%+1.9pp | 36.33%-15.4pp | 31.71%-10.8pp |
| Employer contribution / active EE | $662 | $1,321-49.9% | $3,704-82.1% | $2,471-73.2% |
| Participant deferral / active EE | $1,844 | $2,420-23.8% | $3,499-47.3% | $3,740-50.7% |
| Admin fee / account holder | $1,401 | $3,984-64.8% | $6,684-79.0% | $5,306-73.6% |