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 | $57,265 | $66,098-13.4% | $101,794-43.7% | $74,304-22.9% |
| Participation rate | 60.4% | 53.8%+6.6pp | 69.2%-8.8pp | 60.3%0pp |
| Annual return | 14.91% | 19.59%-4.7pp | 30.53%-15.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $986 | $1,082-8.8% | $2,289-56.9% | $2,241-56.0% |
| Participant deferral / active EE | $4,665 | $2,781+67.8% | $4,084+14.2% | $3,767+23.8% |
| Admin fee / account holder | $5,148 | $4,146+24.2% | $8,777-41.3% | $2,969+73.4% |