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 | $70,817 | $65,561+8.0% | $86,188-17.8% | $75,163-5.8% |
| Participation rate | 68.1% | 60.5%+7.6pp | 69.0%-0.9pp | 67.2%+0.9pp |
| Annual return | 16.54% | 46.05%-29.5pp | 1168.45%-1151.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,880 | $1,553+21.1% | $2,380-21.0% | $2,670-29.6% |
| Participant deferral / active EE | $3,591 | $3,024+18.8% | $3,985-9.9% | $4,125-13.0% |
| Admin fee / account holder | $35,325 | $5,474+545.3% | $6,852+415.6% | $5,651+525.1% |