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 | $80,291 | $67,606+18.8% | $82,313-2.5% | $70,131+14.5% |
| Participation rate | 48.9% | 72.8%-23.8pp | 76.9%-28.0pp | 69.5%-20.6pp |
| Annual return | 13.75% | 21.57%-7.8pp | 25.88%-12.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,647 | $1,755-6.1% | $2,428-32.2% | $2,342-29.7% |
| Participant deferral / active EE | $3,212 | $2,987+7.5% | $3,706-13.3% | $3,332-3.6% |
| Admin fee / account holder | $5,568 | $4,512+23.4% | $5,608-0.7% | $4,645+19.9% |