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 | $76,215 | $51,045+49.3% | $70,515+8.1% | $71,457+6.7% |
| Participation rate | 59.4% | 59.4%0pp | 68.3%-8.9pp | 67.9%-8.5pp |
| Annual return | 16.64% | 42.63%-26.0pp | 32.77%-16.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,872 | $1,790+4.6% | $2,973-37.1% | $2,588-27.7% |
| Participant deferral / active EE | $2,800 | $3,026-7.5% | $4,567-38.7% | $4,289-34.7% |
| Admin fee / account holder | $7,808 | $1,994+291.6% | $6,412+21.8% | $1,587+391.9% |