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 | $71,493 | $64,839+10.3% | $95,585-25.2% | $84,808-15.7% |
| Participation rate | 61.3% | 63.8%-2.5pp | 72.1%-10.7pp | 68.3%-7.0pp |
| Annual return | 13.48% | -670.96%+684.4pp | 38.56%-25.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,820 | $1,759+3.5% | $2,527-28.0% | $2,631-30.8% |
| Participant deferral / active EE | $3,812 | $2,965+28.6% | $4,023-5.2% | $4,212-9.5% |
| Admin fee / account holder | $3,774 | $5,964-36.7% | $6,127-38.4% | $7,344-48.6% |