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 | $88,209 | $60,022+47.0% | $88,946-0.8% | $84,808+4.0% |
| Participation rate | 68.0% | 57.8%+10.2pp | 68.8%-0.8pp | 68.3%-0.3pp |
| Annual return | 15.33% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,397 | $1,703+40.8% | $2,555-6.2% | $2,631-8.9% |
| Participant deferral / active EE | $3,976 | $3,114+27.7% | $4,581-13.2% | $4,212-5.6% |
| Admin fee / account holder | $5,394 | $4,811+12.1% | $8,261-34.7% | $7,344-26.5% |