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 | $70,686 | $65,041+8.7% | $90,951-22.3% | $79,858-11.5% |
| Participation rate | 60.4% | 61.6%-1.2pp | 69.0%-8.6pp | 69.6%-9.2pp |
| Annual return | 12.54% | 30.45%-17.9pp | 134.60%-122.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,410 | $1,247+93.2% | $2,122+13.6% | $2,471-2.5% |
| Participant deferral / active EE | $3,085 | $2,512+22.8% | $3,373-8.5% | $3,740-17.5% |
| Admin fee / account holder | $13,027 | $4,536+187.2% | $5,959+118.6% | $5,306+145.5% |