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 | $67,116 | $57,828+16.1% | $117,039-42.7% | $70,131-4.3% |
| Participation rate | 68.3% | 67.1%+1.1pp | 77.2%-8.9pp | 69.5%-1.3pp |
| Annual return | 15.68% | 17.55%-1.9pp | 18.95%-3.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,021 | $1,816-43.7% | $3,785-73.0% | $2,342-56.4% |
| Participant deferral / active EE | $1,711 | $2,438-29.8% | $3,929-56.5% | $3,332-48.6% |
| Admin fee / account holder | $2,527 | $3,548-28.8% | $5,974-57.7% | $4,645-45.6% |