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 | $79,564 | $49,791+59.8% | $78,210+1.7% | $70,131+13.5% |
| Participation rate | 60.6% | 62.3%-1.7pp | 68.7%-8.2pp | 69.5%-9.0pp |
| Annual return | 13.88% | 20.75%-6.9pp | 40.90%-27.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,525 | $1,430+6.7% | $2,034-25.0% | $2,342-34.9% |
| Participant deferral / active EE | $2,622 | $2,150+21.9% | $2,823-7.1% | $3,332-21.3% |
| Admin fee / account holder | $4,533 | $3,181+42.5% | $3,758+20.6% | $4,645-2.4% |