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 | $78,561 | $72,492+8.4% | $87,100-9.8% | $72,985+7.6% |
| Participation rate | 69.4% | 72.8%-3.5pp | 76.9%-7.5pp | 69.5%-0.1pp |
| Annual return | 21.05% | 24.46%-3.4pp | 28.19%-7.1pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,501 | $1,894+32.1% | $2,521-0.8% | $2,440+2.5% |
| Participant deferral / active EE | $6,272 | $3,270+91.8% | $4,049+54.9% | $3,607+73.9% |
| Admin fee / account holder | $16,342 | $5,055+223.3% | $7,497+118.0% | $5,124+218.9% |