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 | $68,731 | $58,523+17.4% | $99,443-30.9% | $72,985-5.8% |
| Participation rate | 69.0% | 64.6%+4.4pp | 73.8%-4.8pp | 69.5%-0.5pp |
| Annual return | 24.48% | 28.51%-4.0pp | 30.72%-6.2pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,712 | $1,512+13.2% | $2,540-32.6% | $2,440-29.8% |
| Participant deferral / active EE | $2,800 | $2,606+7.5% | $3,619-22.6% | $3,607-22.4% |
| Admin fee / account holder | $16,245 | $4,102+296.0% | $6,250+159.9% | $5,124+217.0% |