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 | $94,719 | $68,719+37.8% | $91,541+3.5% | $84,808+11.7% |
| Participation rate | 63.2% | 64.5%-1.3pp | 69.8%-6.6pp | 68.3%-5.2pp |
| Annual return | 19.45% | 19.12%+0.3pp | 20.50%-1.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,956 | $1,920+1.9% | $2,505-21.9% | $2,631-25.7% |
| Participant deferral / active EE | $3,687 | $3,136+17.6% | $4,008-8.0% | $4,212-12.5% |
| Admin fee / account holder | $2,538 | $5,786-56.1% | $6,956-63.5% | $7,344-65.4% |