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 | $71,940 | $60,892+18.1% | $82,389-12.7% | $84,808-15.2% |
| Participation rate | 65.4% | 63.3%+2.1pp | 69.5%-4.2pp | 68.3%-2.9pp |
| Annual return | 14.72% | 37.29%-22.6pp | 28.67%-13.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,750 | $1,779+54.6% | $2,517+9.3% | $2,631+4.5% |
| Participant deferral / active EE | $4,598 | $3,179+44.7% | $4,155+10.7% | $4,212+9.2% |
| Admin fee / account holder | $6,544 | $5,467+19.7% | $7,231-9.5% | $7,344-10.9% |