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 | $75,032 | $65,365+14.8% | $92,893-19.2% | $72,985+2.8% |
| Participation rate | 44.9% | 68.3%-23.4pp | 76.0%-31.1pp | 69.5%-24.6pp |
| Annual return | 17.81% | 42.10%-24.3pp | 109.41%-91.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,494 | $2,594-42.4% | $3,653-59.1% | $2,440-38.8% |
| Participant deferral / active EE | $3,688 | $3,128+17.9% | $4,236-12.9% | $3,607+2.2% |
| Admin fee / account holder | $3,399 | $4,251-20.0% | $5,794-41.3% | $5,124-33.7% |