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 | $76,540 | $58,512+30.8% | $84,015-8.9% | $72,985+4.9% |
| Participation rate | 62.9% | 61.2%+1.6pp | 69.0%-6.2pp | 69.5%-6.6pp |
| Annual return | 23.54% | 28.93%-5.4pp | 71.31%-47.8pp | 81.00%-57.5pp |
| Employer contribution / active EE | $670 | $1,163-42.4% | $1,983-66.2% | $2,440-72.5% |
| Participant deferral / active EE | $1,802 | $2,394-24.7% | $3,239-44.4% | $3,607-50.0% |
| Admin fee / account holder | $980 | $4,569-78.6% | $6,101-83.9% | $5,124-80.9% |