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 | $72,606 | $63,764+13.9% | $81,930-11.4% | $79,858-9.1% |
| Participation rate | 60.6% | 67.5%-6.9pp | 72.0%-11.4pp | 69.6%-9.0pp |
| Annual return | 12.02% | 22.66%-10.6pp | 29.49%-17.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,647 | $1,795-8.2% | $4,310-61.8% | $2,471-33.3% |
| Participant deferral / active EE | $3,621 | $2,780+30.2% | $7,107-49.1% | $3,740-3.2% |
| Admin fee / account holder | $1,930 | $4,426-56.4% | $5,158-62.6% | $5,306-63.6% |