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 | $77,314 | $58,851+31.4% | $115,157-32.9% | $72,985+5.9% |
| Participation rate | 68.8% | 65.5%+3.3pp | 75.9%-7.1pp | 69.5%-0.7pp |
| Annual return | 19.14% | 23.16%-4.0pp | 35.60%-16.5pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,335 | $1,798-25.8% | $3,179-58.0% | $2,440-45.3% |
| Participant deferral / active EE | $3,245 | $2,643+22.8% | $4,168-22.2% | $3,607-10.0% |
| Admin fee / account holder | $5,362 | $6,370-15.8% | $7,088-24.3% | $5,124+4.6% |