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 | $73,444 | $68,914+6.6% | $136,749-46.3% | $74,304-1.2% |
| Participation rate | 41.8% | 51.3%-9.5pp | 72.1%-30.3pp | 60.3%-18.5pp |
| Annual return | 15.41% | 16.34%-0.9pp | 24.33%-8.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $665 | $1,561-57.4% | $3,400-80.5% | $2,241-70.3% |
| Participant deferral / active EE | $1,671 | $2,541-34.3% | $4,692-64.4% | $3,767-55.7% |
| Admin fee / account holder | $1,563 | $3,149-50.4% | $11,386-86.3% | $2,969-47.4% |