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 | $67,203 | $65,365+2.8% | $92,893-27.7% | $72,985-7.9% |
| Participation rate | 60.8% | 68.3%-7.5pp | 76.0%-15.2pp | 69.5%-8.7pp |
| Annual return | 18.66% | 42.10%-23.4pp | 109.41%-90.8pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,882 | $2,594-27.4% | $3,653-48.5% | $2,440-22.9% |
| Participant deferral / active EE | $4,694 | $3,128+50.0% | $4,236+10.8% | $3,607+30.1% |
| Admin fee / account holder | $6,178 | $4,251+45.3% | $5,794+6.6% | $5,124+20.6% |