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 | $85,721 | $45,073+90.2% | $69,455+23.4% | $72,985+17.5% |
| Participation rate | 60.9% | 68.5%-7.6pp | 74.6%-13.7pp | 69.5%-8.6pp |
| Annual return | 19.73% | 22.65%-2.9pp | 28.97%-9.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,539 | $2,054-25.1% | $2,779-44.6% | $2,440-36.9% |
| Participant deferral / active EE | $2,454 | $2,602-5.7% | $3,535-30.6% | $3,607-32.0% |
| Admin fee / account holder | $438 | $3,056-85.7% | $3,839-88.6% | $5,124-91.5% |