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 | $83,895 | $65,041+29.0% | $90,951-7.8% | $79,858+5.1% |
| Participation rate | 65.9% | 61.6%+4.3pp | 69.0%-3.1pp | 69.6%-3.7pp |
| Annual return | 16.82% | 30.45%-13.6pp | 134.60%-117.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $824 | $1,247-33.9% | $2,122-61.2% | $2,471-66.6% |
| Participant deferral / active EE | $3,646 | $2,512+45.1% | $3,373+8.1% | $3,740-2.5% |
| Admin fee / account holder | $2,196 | $4,536-51.6% | $5,959-63.1% | $5,306-58.6% |