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 | $80,966 | $72,492+11.7% | $87,100-7.0% | $72,985+10.9% |
| Participation rate | 68.8% | 72.8%-4.1pp | 76.9%-8.1pp | 69.5%-0.7pp |
| Annual return | 23.27% | 24.46%-1.2pp | 28.19%-4.9pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,074 | $1,894+9.5% | $2,521-17.7% | $2,440-15.0% |
| Participant deferral / active EE | $4,508 | $3,270+37.9% | $4,049+11.3% | $3,607+25.0% |
| Admin fee / account holder | $5,936 | $5,055+17.4% | $7,497-20.8% | $5,124+15.8% |