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 | $70,659 | $62,573+12.9% | $85,682-17.5% | $85,850-17.7% |
| Participation rate | 69.6% | 61.1%+8.5pp | 69.9%-0.2pp | 69.3%+0.3pp |
| Annual return | 12.88% | 23.77%-10.9pp | 21.49%-8.6pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,670 | $1,757+52.0% | $2,618+2.0% | $2,565+4.1% |
| Participant deferral / active EE | $4,935 | $2,802+76.1% | $3,923+25.8% | $3,952+24.9% |
| Admin fee / account holder | $2,562 | $4,640-44.8% | $6,873-62.7% | $6,260-59.1% |