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 | $75,055 | $76,050-1.3% | $96,544-22.3% | $71,457+5.0% |
| Participation rate | 57.6% | 74.4%-16.8pp | 76.0%-18.4pp | 67.9%-10.3pp |
| Annual return | 16.41% | 22.81%-6.4pp | 25.84%-9.4pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,319 | $2,244+3.3% | $2,965-21.8% | $2,588-10.4% |
| Participant deferral / active EE | $4,996 | $4,215+18.5% | $4,851+3.0% | $4,289+16.5% |
| Admin fee / account holder | $13,528 | $2,707+399.7% | $8,252+63.9% | $1,587+752.3% |