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 | $76,805 | $59,101+30.0% | $77,163-0.5% | $75,163+2.2% |
| Participation rate | 59.6% | 63.9%-4.3pp | 69.6%-10.0pp | 67.2%-7.6pp |
| Annual return | 15.73% | 26.71%-11.0pp | 37.87%-22.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,778 | $1,995-10.9% | $2,535-29.9% | $2,670-33.4% |
| Participant deferral / active EE | $3,565 | $2,999+18.9% | $3,833-7.0% | $4,125-13.6% |
| Admin fee / account holder | $10,193 | $4,774+113.5% | $5,472+86.3% | $5,651+80.4% |