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 | $74,112 | $72,277+2.5% | $101,248-26.8% | $79,858-7.2% |
| Participation rate | 68.9% | 68.5%+0.5pp | 75.8%-6.9pp | 69.6%-0.7pp |
| Annual return | 20.86% | 22.30%-1.4pp | 46.47%-25.6pp | 31.71%-10.9pp |
| Employer contribution / active EE | $1,442 | $2,692-46.4% | $3,660-60.6% | $2,471-41.7% |
| Participant deferral / active EE | $5,396 | $3,282+64.4% | $4,370+23.5% | $3,740+44.3% |
| Admin fee / account holder | $919 | $4,400-79.1% | $5,945-84.5% | $5,306-82.7% |