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 | $72,364 | $51,175+41.4% | $70,515+2.6% | $75,163-3.7% |
| Participation rate | 63.0% | 60.9%+2.0pp | 68.3%-5.4pp | 67.2%-4.2pp |
| Annual return | 15.28% | 30.02%-14.7pp | 32.77%-17.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,175 | $1,826-35.7% | $2,973-60.5% | $2,670-56.0% |
| Participant deferral / active EE | $2,349 | $2,849-17.6% | $4,567-48.6% | $4,125-43.1% |
| Admin fee / account holder | $10,138 | $4,091+147.8% | $6,412+58.1% | $5,651+79.4% |