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 | $80,531 | $57,541+40.0% | $95,745-15.9% | $75,163+7.1% |
| Participation rate | 69.4% | 62.5%+6.9pp | 72.3%-2.8pp | 67.2%+2.3pp |
| Annual return | 19.30% | 34.93%-15.6pp | 28.35%-9.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $902 | $1,808-50.1% | $2,835-68.2% | $2,670-66.2% |
| Participant deferral / active EE | $1,971 | $3,074-35.9% | $4,245-53.6% | $4,125-52.2% |
| Admin fee / account holder | $7,164 | $4,099+74.8% | $5,678+26.2% | $5,651+26.8% |