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 | $49,762 | $46,553+6.9% | $64,056-22.3% | $75,163-33.8% |
| Participation rate | 66.7% | 65.9%+0.7pp | 72.3%-5.6pp | 67.2%-0.5pp |
| Annual return | 14.01% | 26.03%-12.0pp | 33.69%-19.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,926 | $1,974+48.2% | $2,747+6.5% | $2,670+9.6% |
| Participant deferral / active EE | $3,064 | $2,837+8.0% | $3,880-21.0% | $4,125-25.7% |
| Admin fee / account holder | $1,990 | $2,952-32.6% | $3,068-35.2% | $5,651-64.8% |