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 | $61,203 | $57,281+6.8% | $86,612-29.3% | $75,163-18.6% |
| Participation rate | 69.9% | 63.2%+6.7pp | 71.7%-1.8pp | 67.2%+2.7pp |
| Annual return | 21.21% | 2670.75%-2649.5pp | 591.07%-569.9pp | 160.62%-139.4pp |
| Employer contribution / active EE | $2,105 | $2,314-9.0% | $3,022-30.3% | $2,670-21.1% |
| Participant deferral / active EE | $3,903 | $3,318+17.6% | $4,438-12.1% | $4,125-5.4% |
| Admin fee / account holder | $5,447 | $4,112+32.5% | $5,614-3.0% | $5,651-3.6% |