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 | $71,721 | $54,541+31.5% | $78,778-9.0% | $70,131+2.3% |
| Participation rate | 69.0% | 60.8%+8.2pp | 69.2%-0.1pp | 69.5%-0.5pp |
| Annual return | 25.35% | 21.07%+4.3pp | 35.62%-10.3pp | 73.14%-47.8pp |
| Employer contribution / active EE | $607 | $1,089-44.2% | $1,986-69.4% | $2,342-74.1% |
| Participant deferral / active EE | $3,379 | $2,210+52.9% | $2,958+14.2% | $3,332+1.4% |
| Admin fee / account holder | $13,609 | $3,709+266.9% | $5,134+165.1% | $4,645+193.0% |