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 | $78,010 | $60,892+28.1% | $82,389-5.3% | $84,808-8.0% |
| Participation rate | 64.6% | 63.3%+1.3pp | 69.5%-4.9pp | 68.3%-3.7pp |
| Annual return | 17.12% | 37.29%-20.2pp | 28.67%-11.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,947 | $1,779+9.4% | $2,517-22.6% | $2,631-26.0% |
| Participant deferral / active EE | $3,734 | $3,179+17.5% | $4,155-10.1% | $4,212-11.3% |
| Admin fee / account holder | $8,464 | $5,467+54.8% | $7,231+17.1% | $7,344+15.3% |