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 | $81,771 | $79,944+2.3% | $98,439-16.9% | $75,163+8.8% |
| Participation rate | 66.7% | 70.4%-3.7pp | 75.2%-8.5pp | 67.2%-0.5pp |
| Annual return | 22.89% | 19.75%+3.1pp | 21.16%+1.7pp | 160.62%-137.7pp |
| Employer contribution / active EE | $2,699 | $2,264+19.2% | $3,048-11.4% | $2,670+1.1% |
| Participant deferral / active EE | $4,856 | $3,752+29.4% | $4,738+2.5% | $4,125+17.7% |
| Admin fee / account holder | $1,453 | $6,840-78.8% | $8,948-83.8% | $5,651-74.3% |