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 | $80,826 | $76,367+5.8% | $93,606-13.7% | $72,985+10.7% |
| Participation rate | 53.6% | 71.7%-18.2pp | 75.8%-22.3pp | 69.5%-15.9pp |
| Annual return | 16.54% | 25.82%-9.3pp | 32.76%-16.2pp | 81.00%-64.5pp |
| Employer contribution / active EE | $692 | $2,275-69.6% | $2,718-74.6% | $2,440-71.7% |
| Participant deferral / active EE | $1,951 | $3,538-44.8% | $4,069-52.0% | $3,607-45.9% |
| Admin fee / account holder | $5,999 | $6,838-12.3% | $7,888-24.0% | $5,124+17.1% |