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 | $74,369 | $72,277+2.9% | $101,248-26.5% | $79,858-6.9% |
| Participation rate | 68.0% | 68.5%-0.5pp | 75.8%-7.8pp | 69.6%-1.6pp |
| Annual return | 19.21% | 22.30%-3.1pp | 46.47%-27.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $3,509 | $2,692+30.4% | $3,660-4.1% | $2,471+42.0% |
| Participant deferral / active EE | $7,984 | $3,282+143.3% | $4,370+82.7% | $3,740+113.5% |
| Admin fee / account holder | $3,358 | $4,400-23.7% | $5,945-43.5% | $5,306-36.7% |