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 | $75,002 | $51,769+44.9% | $57,343+30.8% | $52,331+43.3% |
| Participation rate | 64.5% | 75.2%-10.7pp | 75.1%-10.6pp | 68.1%-3.6pp |
| Annual return | 73.36% | 2.43%+70.9pp | 24.39%+49.0pp | 4.54%+68.8pp |
| Employer contribution / active EE | $1,591 | $2,335-31.9% | $2,689-40.8% | $1,882-15.5% |
| Participant deferral / active EE | $2,121 | $2,794-24.1% | $3,162-32.9% | $3,022-29.8% |
| Admin fee / account holder | $448 | $295+51.9% | $3,356-86.7% | $592-24.3% |