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 | $76,287 | $58,512+30.4% | $84,015-9.2% | $72,985+4.5% |
| Participation rate | 59.2% | 61.2%-2.0pp | 69.0%-9.8pp | 69.5%-10.3pp |
| Annual return | 18.03% | 28.93%-10.9pp | 71.31%-53.3pp | 81.00%-63.0pp |
| Employer contribution / active EE | $2,348 | $1,163+101.9% | $1,983+18.4% | $2,440-3.8% |
| Participant deferral / active EE | $3,029 | $2,394+26.5% | $3,239-6.5% | $3,607-16.0% |
| Admin fee / account holder | $517 | $4,569-88.7% | $6,101-91.5% | $5,124-89.9% |