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 8-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 | $75,297 | $60,892+23.7% | $82,389-8.6% | $84,808-11.2% |
| Participation rate | 69.1% | 63.3%+5.8pp | 69.5%-0.5pp | 68.3%+0.8pp |
| Annual return | 18.83% | 37.29%-18.5pp | 28.67%-9.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,959 | $1,779+10.1% | $2,517-22.2% | $2,631-25.5% |
| Participant deferral / active EE | $3,376 | $3,179+6.2% | $4,155-18.7% | $4,212-19.8% |
| Admin fee / account holder | $1,299 | $5,467-76.2% | $7,231-82.0% | $7,344-82.3% |