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 | $79,385 | $60,022+32.3% | $88,946-10.7% | $84,808-6.4% |
| Participation rate | 69.2% | 57.8%+11.4pp | 68.8%+0.4pp | 68.3%+0.9pp |
| Annual return | 17.98% | 22.43%-4.5pp | 57.82%-39.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,823 | $1,703+7.1% | $2,555-28.6% | $2,631-30.7% |
| Participant deferral / active EE | $2,264 | $3,114-27.3% | $4,581-50.6% | $4,212-46.2% |
| Admin fee / account holder | $5,599 | $4,811+16.4% | $8,261-32.2% | $7,344-23.8% |