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 | $75,442 | $76,670-1.6% | $96,683-22.0% | $71,457+5.6% |
| Participation rate | 51.2% | 66.6%-15.4pp | 74.3%-23.2pp | 67.9%-16.7pp |
| Annual return | 40.80% | 48.29%-7.5pp | 35.69%+5.1pp | 28.85%+11.9pp |
| Employer contribution / active EE | $2,857 | $3,031-5.8% | $3,737-23.6% | $2,588+10.4% |
| Participant deferral / active EE | $6,100 | $3,771+61.8% | $4,878+25.0% | $4,289+42.2% |
| Admin fee / account holder | $4,478 | $2,028+120.8% | $6,730-33.5% | $1,587+182.1% |