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 | $81,873 | $80,717+1.4% | $154,803-47.1% | $84,808-3.5% |
| Participation rate | 64.0% | 66.8%-2.8pp | 78.1%-14.1pp | 68.3%-4.3pp |
| Annual return | 15.20% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,049 | $2,761-62.0% | $4,305-75.6% | $2,631-60.1% |
| Participant deferral / active EE | $3,477 | $3,303+5.3% | $5,540-37.2% | $4,212-17.4% |
| Admin fee / account holder | $7,079 | $6,746+4.9% | $14,329-50.6% | $7,344-3.6% |