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 | $71,364 | $80,717-11.6% | $154,803-53.9% | $84,808-15.9% |
| Participation rate | 67.7% | 66.8%+0.9pp | 78.1%-10.4pp | 68.3%-0.6pp |
| Annual return | 16.78% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,730 | $2,761-1.1% | $4,305-36.6% | $2,631+3.8% |
| Participant deferral / active EE | $4,353 | $3,303+31.8% | $5,540-21.4% | $4,212+3.4% |
| Admin fee / account holder | $19,600 | $6,746+190.6% | $14,329+36.8% | $7,344+166.9% |