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 | $78,811 | $74,927+5.2% | $101,794-22.6% | $84,808-7.1% |
| Participation rate | 60.5% | 61.4%-0.9pp | 69.2%-8.7pp | 68.3%-7.8pp |
| Annual return | 15.29% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,592 | $1,522+4.6% | $2,289-30.5% | $2,631-39.5% |
| Participant deferral / active EE | $3,587 | $3,099+15.7% | $4,084-12.2% | $4,212-14.8% |
| Admin fee / account holder | $26,466 | $6,514+306.3% | $8,777+201.5% | $7,344+260.4% |