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 | $63,353 | $94,625-33.0% | $116,228-45.5% | $84,808-25.3% |
| Participation rate | 58.1% | 70.4%-12.4pp | 74.6%-16.5pp | 68.3%-10.2pp |
| Annual return | 13.01% | 20.40%-7.4pp | 90.06%-77.0pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,612 | $2,347-31.3% | $2,994-46.2% | $2,631-38.7% |
| Participant deferral / active EE | $4,723 | $3,972+18.9% | $4,953-4.6% | $4,212+12.1% |
| Admin fee / account holder | $12,373 | $10,091+22.6% | $11,989+3.2% | $7,344+68.5% |