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 | $76,535 | $47,944+59.6% | $67,834+12.8% | $62,891+21.7% |
| Participation rate | 65.7% | 61.1%+4.6pp | 68.8%-3.1pp | 69.3%-3.6pp |
| Annual return | 14.85% | 11.77%+3.1pp | 138.47%-123.6pp | 20.14%-5.3pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,991 | $2,247-11.4% | $3,160-37.0% | $3,203-37.8% |
| Admin fee / account holder | $5,531 | $3,712+49.0% | $4,622+19.7% | $4,296+28.8% |