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 | $75,412 | $49,227+53.2% | $70,449+7.0% | $79,858-5.6% |
| Participation rate | 62.0% | 69.2%-7.2pp | 75.1%-13.1pp | 69.6%-7.6pp |
| Annual return | 20.67% | 30.06%-9.4pp | 109.03%-88.4pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,489 | $2,099-29.1% | $2,737-45.6% | $2,471-39.8% |
| Participant deferral / active EE | $4,095 | $2,768+48.0% | $3,709+10.4% | $3,740+9.5% |
| Admin fee / account holder | $764 | $2,878-73.5% | $3,845-80.1% | $5,306-85.6% |