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 | $76,509 | $80,724-5.2% | $103,333-26.0% | $74,495+2.7% |
| Participation rate | 66.7% | 65.7%+1.0pp | 74.5%-7.8pp | 67.2%-0.5pp |
| Annual return | 12.14% | 27.56%-15.4pp | 24.88%-12.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,372 | $3,157-24.9% | $3,868-38.7% | $2,623-9.6% |
| Participant deferral / active EE | $4,345 | $3,860+12.6% | $5,057-14.1% | $4,3460% |
| Admin fee / account holder | $4,816 | $2,368+103.4% | $8,355-42.4% | $1,942+148.0% |