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 | $60,973 | $73,933-17.5% | $96,683-36.9% | $75,163-18.9% |
| Participation rate | 65.5% | 66.4%-0.9pp | 74.3%-8.8pp | 67.2%-1.7pp |
| Annual return | 15.73% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $5,982 | $2,928+104.3% | $3,737+60.1% | $2,670+124.1% |
| Participant deferral / active EE | $1,721 | $3,659-53.0% | $4,878-64.7% | $4,125-58.3% |
| Admin fee / account holder | $7,471 | $5,216+43.2% | $6,730+11.0% | $5,651+32.2% |