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 | $76,388 | $59,097+29.3% | $82,389-7.3% | $74,304+2.8% |
| Participation rate | 61.5% | 52.8%+8.8pp | 69.5%-8.0pp | 60.3%+1.2pp |
| Annual return | 16.75% | 22.85%-6.1pp | 28.67%-11.9pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,966 | $1,601+22.8% | $2,517-21.9% | $2,241-12.3% |
| Participant deferral / active EE | $2,869 | $2,775+3.4% | $4,155-30.9% | $3,767-23.8% |
| Admin fee / account holder | $7,839 | $4,489+74.6% | $7,231+8.4% | $2,969+164.0% |