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 | $75,364 | $62,127+21.3% | $81,382-7.4% | $74,495+1.2% |
| Participation rate | 40.6% | 64.0%-23.4pp | 69.5%-28.8pp | 67.2%-26.6pp |
| Annual return | 13.23% | 16.48%-3.3pp | 24.73%-11.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $933 | $1,882-50.5% | $2,463-62.1% | $2,623-64.4% |
| Participant deferral / active EE | $1,740 | $3,229-46.1% | $3,883-55.2% | $4,346-60.0% |
| Admin fee / account holder | $2,606 | $1,934+34.7% | $5,768-54.8% | $1,942+34.2% |