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 | $68,857 | $48,076+43.2% | $78,689-12.5% | $62,891+9.5% |
| Participation rate | 63.8% | 65.2%-1.4pp | 73.6%-9.7pp | 69.3%-5.5pp |
| Annual return | 6.02% | 31.35%-25.3pp | 62.18%-56.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,691 | $2,015-16.1% | $2,851-40.7% | $2,281-25.9% |
| Participant deferral / active EE | $3,304 | $2,588+27.7% | $3,517-6.1% | $3,203+3.2% |
| Admin fee / account holder | $941 | $3,207-70.7% | $4,510-79.1% | $4,296-78.1% |