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 | $80,331 | $60,892+31.9% | $82,389-2.5% | $84,808-5.3% |
| Participation rate | 66.1% | 63.3%+2.8pp | 69.5%-3.4pp | 68.3%-2.2pp |
| Annual return | 18.12% | 37.29%-19.2pp | 28.67%-10.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,414 | $1,779+35.6% | $2,517-4.1% | $2,631-8.3% |
| Participant deferral / active EE | $4,497 | $3,179+41.5% | $4,155+8.2% | $4,212+6.8% |
| Admin fee / account holder | $9,664 | $5,467+76.8% | $7,231+33.7% | $7,344+31.6% |