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 | $86,538 | $81,460+6.2% | $103,333-16.3% | $80,856+7.0% |
| Participation rate | 68.4% | 66.8%+1.6pp | 74.5%-6.1pp | 67.6%+0.8pp |
| Annual return | 12.98% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,288 | $3,105-26.3% | $3,868-40.8% | $2,755-16.9% |
| Participant deferral / active EE | $6,393 | $3,869+65.2% | $5,057+26.4% | $4,296+48.8% |
| Admin fee / account holder | $5,095 | $6,566-22.4% | $8,355-39.0% | $6,918-26.3% |