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 | $78,255 | $78,926-0.8% | $136,749-42.8% | $84,808-7.7% |
| Participation rate | 66.7% | 62.2%+4.5pp | 72.1%-5.5pp | 68.3%-1.6pp |
| Annual return | 14.94% | 18.17%-3.2pp | 24.33%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,453 | $2,134-31.9% | $3,400-57.3% | $2,631-44.8% |
| Participant deferral / active EE | $3,736 | $3,168+17.9% | $4,692-20.4% | $4,212-11.3% |
| Admin fee / account holder | $16,624 | $6,369+161.0% | $11,386+46.0% | $7,344+126.4% |