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 | $80,313 | $52,580+52.7% | $71,671+12.1% | $70,131+14.5% |
| Participation rate | 65.8% | 60.9%+4.9pp | 68.7%-3.0pp | 69.5%-3.8pp |
| Annual return | 14.75% | 20.25%-5.5pp | 20.65%-5.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,205 | $1,616-25.4% | $2,460-51.0% | $2,342-48.5% |
| Participant deferral / active EE | $2,436 | $2,386+2.1% | $3,438-29.1% | $3,332-26.9% |
| Admin fee / account holder | $1,348 | $3,653-63.1% | $5,558-75.7% | $4,645-71.0% |