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 | $65,943 | $49,227+34.0% | $70,449-6.4% | $79,858-17.4% |
| Participation rate | 69.3% | 69.2%+0.2pp | 75.1%-5.7pp | 69.6%-0.3pp |
| Annual return | 21.41% | 30.06%-8.6pp | 109.03%-87.6pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,963 | $2,099-6.5% | $2,737-28.3% | $2,471-20.6% |
| Participant deferral / active EE | $5,760 | $2,768+108.1% | $3,709+55.3% | $3,740+54.0% |
| Admin fee / account holder | $11,631 | $2,878+304.1% | $3,845+202.5% | $5,306+119.2% |