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 | $78,479 | $101,724-22.9% | $164,813-52.4% | $80,856-2.9% |
| Participation rate | 69.9% | 71.8%-1.9pp | 78.6%-8.7pp | 67.6%+2.2pp |
| Annual return | 13.69% | 16.72%-3.0pp | 69.93%-56.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,616 | $2,953+22.4% | $4,341-16.7% | $2,755+31.3% |
| Participant deferral / active EE | $8,016 | $4,477+79.0% | $6,031+32.9% | $4,296+86.6% |
| Admin fee / account holder | $11,308 | $8,227+37.4% | $12,690-10.9% | $6,918+63.5% |