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 | $63,155 | $76,552-17.5% | $123,892-49.0% | $62,891+0.4% |
| Participation rate | 69.8% | 73.0%-3.2pp | 81.4%-11.6pp | 69.3%+0.5pp |
| Annual return | 8.66% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,359 | $2,883-18.2% | $4,617-48.9% | $2,281+3.4% |
| Participant deferral / active EE | $4,598 | $4,840-5.0% | $5,984-23.2% | $3,203+43.6% |
| Admin fee / account holder | $5,858 | $4,826+21.4% | $8,357-29.9% | $4,296+36.4% |