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 | $82,536 | $52,279+57.9% | $89,391-7.7% | $79,858+3.4% |
| Participation rate | 41.9% | 57.5%-15.6pp | 68.0%-26.0pp | 69.6%-27.7pp |
| Annual return | 16.17% | 22.16%-6.0pp | 245.62%-229.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,594 | $1,572+1.4% | $2,586-38.4% | $2,471-35.5% |
| Participant deferral / active EE | $3,624 | $2,740+32.2% | $3,890-6.8% | $3,740-3.1% |
| Admin fee / account holder | $592 | $3,356-82.4% | $4,881-87.9% | $5,306-88.8% |