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 | $79,618 | $100,923-21.1% | $150,045-46.9% | $74,304+7.2% |
| Participation rate | 68.3% | 70.1%-1.8pp | 82.3%-14.0pp | 60.3%+8.0pp |
| Annual return | 17.39% | 51.77%-34.4pp | 62.55%-45.2pp | 29.43%-12.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,488 | $6,709-18.2% | $7,997-31.4% | $3,767+45.7% |
| Admin fee / account holder | $2,672 | $2,767-3.4% | $13,435-80.1% | $2,969-10.0% |