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 | $70,894 | $58,828+20.5% | $77,999-9.1% | $62,891+12.7% |
| Participation rate | 64.9% | 71.1%-6.2pp | 75.5%-10.6pp | 69.3%-4.4pp |
| Annual return | 7.32% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,163 | $1,672+29.4% | $2,470-12.4% | $2,281-5.2% |
| Participant deferral / active EE | $5,176 | $2,686+92.7% | $3,497+48.0% | $3,203+61.6% |
| Admin fee / account holder | $7,387 | $4,393+68.1% | $5,480+34.8% | $4,296+72.0% |