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 8-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 | $72,493 | $57,541+26.0% | $95,745-24.3% | $75,163-3.6% |
| Participation rate | 52.3% | 62.5%-10.2pp | 72.3%-20.0pp | 67.2%-14.9pp |
| Annual return | 19.91% | 34.93%-15.0pp | 28.35%-8.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,350 | $1,808-25.3% | $2,835-52.4% | $2,670-49.4% |
| Participant deferral / active EE | $3,157 | $3,074+2.7% | $4,245-25.6% | $4,125-23.5% |
| Admin fee / account holder | $685 | $4,099-83.3% | $5,678-87.9% | $5,651-87.9% |