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 | $85,522 | $84,936+0.7% | $111,297-23.2% | $79,386+7.7% |
| Participation rate | 66.0% | 75.9%-9.9pp | 77.3%-11.3pp | 70.7%-4.7pp |
| Annual return | 18.56% | 17.45%+1.1pp | 54.65%-36.1pp | 116.85%-98.3pp |
| Employer contribution / active EE | $2,879 | $1,979+45.5% | $2,731+5.4% | $2,427+18.6% |
| Participant deferral / active EE | $6,839 | $3,888+75.9% | $4,487+52.4% | $4,046+69.0% |
| Admin fee / account holder | $6,578 | $537+1124.7% | $7,964-17.4% | $626+950.1% |