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 | $63,160 | $74,927-15.7% | $101,794-38.0% | $84,808-25.5% |
| Participation rate | 60.0% | 61.4%-1.4pp | 69.2%-9.2pp | 68.3%-8.3pp |
| Annual return | 14.90% | 18.70%-3.8pp | 30.53%-15.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $679 | $1,522-55.4% | $2,289-70.4% | $2,631-74.2% |
| Participant deferral / active EE | $4,164 | $3,099+34.4% | $4,084+2.0% | $4,212-1.1% |
| Admin fee / account holder | $2,520 | $6,514-61.3% | $8,777-71.3% | $7,344-65.7% |