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 | $68,885 | $54,705+25.9% | $71,209-3.3% | $84,808-18.8% |
| Participation rate | 65.4% | 64.1%+1.3pp | 73.8%-8.4pp | 68.3%-2.9pp |
| Annual return | 16.13% | 35.90%-19.8pp | 282.51%-266.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,641 | $2,158-23.9% | $2,721-39.7% | $2,631-37.6% |
| Participant deferral / active EE | $1,791 | $3,030-40.9% | $4,175-57.1% | $4,212-57.5% |
| Admin fee / account holder | $1,683 | $4,863-65.4% | $5,349-68.5% | $7,344-77.1% |