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 | $79,232 | $61,605+28.6% | $112,229-29.4% | $75,163+5.4% |
| Participation rate | 55.6% | 61.7%-6.1pp | 72.4%-16.9pp | 67.2%-11.6pp |
| Annual return | 12.84% | 28.47%-15.6pp | 30.20%-17.4pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,466 | $2,015-27.3% | $3,430-57.3% | $2,670-45.1% |
| Participant deferral / active EE | $2,643 | $3,108-15.0% | $4,798-44.9% | $4,125-35.9% |
| Admin fee / account holder | $1,988 | $4,862-59.1% | $7,748-74.3% | $5,651-64.8% |