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 | $68,331 | $65,365+4.5% | $92,893-26.4% | $72,985-6.4% |
| Participation rate | 67.7% | 68.3%-0.6pp | 76.0%-8.3pp | 69.5%-1.7pp |
| Annual return | 16.52% | 42.10%-25.6pp | 109.41%-92.9pp | 81.00%-64.5pp |
| Employer contribution / active EE | $2,242 | $2,594-13.6% | $3,653-38.6% | $2,440-8.1% |
| Participant deferral / active EE | $5,204 | $3,128+66.3% | $4,236+22.8% | $3,607+44.2% |
| Admin fee / account holder | $7,244 | $4,251+70.4% | $5,794+25.0% | $5,124+41.4% |