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 | $66,660 | $62,573+6.5% | $85,682-22.2% | $85,850-22.4% |
| Participation rate | 69.2% | 61.1%+8.1pp | 69.9%-0.6pp | 69.3%-0.1pp |
| Annual return | 13.21% | 23.77%-10.6pp | 21.49%-8.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,585 | $1,757-9.8% | $2,618-39.5% | $2,565-38.2% |
| Participant deferral / active EE | $2,151 | $2,802-23.2% | $3,923-45.2% | $3,952-45.6% |
| Admin fee / account holder | $5,835 | $4,640+25.8% | $6,873-15.1% | $6,260-6.8% |