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 | $72,676 | $80,968-10.2% | $96,544-24.7% | $75,163-3.3% |
| Participation rate | 69.6% | 71.8%-2.1pp | 76.0%-6.3pp | 67.2%+2.5pp |
| Annual return | 15.91% | 27.06%-11.2pp | 25.84%-9.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,479 | $2,282+8.6% | $2,965-16.4% | $2,670-7.1% |
| Participant deferral / active EE | $4,346 | $3,928+10.6% | $4,851-10.4% | $4,125+5.4% |
| Admin fee / account holder | $6,363 | $6,724-5.4% | $8,252-22.9% | $5,651+12.6% |