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 | $74,598 | $63,764+17.0% | $81,930-8.9% | $79,858-6.6% |
| Participation rate | 59.5% | 67.5%-8.0pp | 72.0%-12.5pp | 69.6%-10.1pp |
| Annual return | 10.41% | 22.66%-12.2pp | 29.49%-19.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $747 | $1,795-58.4% | $4,310-82.7% | $2,471-69.8% |
| Participant deferral / active EE | $1,723 | $2,780-38.0% | $7,107-75.8% | $3,740-53.9% |
| Admin fee / account holder | $3,481 | $4,426-21.3% | $5,158-32.5% | $5,306-34.4% |