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 | $62,274 | $54,762+13.7% | $90,281-31.0% | $72,985-14.7% |
| Participation rate | 64.0% | 65.1%-1.1pp | 73.3%-9.3pp | 69.5%-5.5pp |
| Annual return | 16.68% | 30.63%-14.0pp | 78.10%-61.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $938 | $2,092-55.2% | $2,854-67.1% | $2,440-61.5% |
| Participant deferral / active EE | $3,414 | $2,887+18.2% | $3,885-12.1% | $3,607-5.4% |
| Admin fee / account holder | $43,982 | $3,972+1007.3% | $5,351+721.9% | $5,124+758.3% |