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 | $53,267 | $48,046+10.9% | $84,611-37.0% | $72,985-27.0% |
| Participation rate | 68.0% | 57.6%+10.4pp | 68.2%-0.2pp | 69.5%-1.5pp |
| Annual return | 23.90% | 37.38%-13.5pp | 258.74%-234.8pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,230 | $1,602+39.2% | $2,652-15.9% | $2,440-8.6% |
| Participant deferral / active EE | $4,543 | $2,680+69.5% | $3,899+16.5% | $3,607+25.9% |
| Admin fee / account holder | $3,649 | $3,395+7.5% | $4,912-25.7% | $5,124-28.8% |