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 | $64,859 | $54,541+18.9% | $78,778-17.7% | $70,131-7.5% |
| Participation rate | 68.3% | 60.8%+7.5pp | 69.2%-0.9pp | 69.5%-1.3pp |
| Annual return | 21.78% | 21.07%+0.7pp | 35.62%-13.8pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,279 | $1,089+17.5% | $1,986-35.6% | $2,342-45.4% |
| Participant deferral / active EE | $3,292 | $2,210+49.0% | $2,958+11.3% | $3,332-1.2% |
| Admin fee / account holder | $4,142 | $3,709+11.7% | $5,134-19.3% | $4,645-10.8% |