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 | $76,810 | $65,365+17.5% | $92,893-17.3% | $72,985+5.2% |
| Participation rate | 61.1% | 68.3%-7.2pp | 76.0%-14.9pp | 69.5%-8.4pp |
| Annual return | 24.71% | 42.10%-17.4pp | 109.41%-84.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,737 | $2,594+5.5% | $3,653-25.1% | $2,440+12.2% |
| Participant deferral / active EE | $3,263 | $3,128+4.3% | $4,236-23.0% | $3,607-9.5% |
| Admin fee / account holder | $2,340 | $4,251-45.0% | $5,794-59.6% | $5,124-54.3% |