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 | $69,826 | $56,897+22.7% | $84,750-17.6% | $62,891+11.0% |
| Participation rate | 63.0% | 68.5%-5.6pp | 76.6%-13.6pp | 69.3%-6.3pp |
| Annual return | 6.19% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,526 | $2,400+5.2% | $3,574-29.3% | $2,281+10.7% |
| Participant deferral / active EE | $5,051 | $2,709+86.5% | $3,712+36.1% | $3,203+57.7% |
| Admin fee / account holder | $3,292 | $3,581-8.1% | $5,332-38.3% | $4,296-23.4% |