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 | $76,214 | $58,512+30.3% | $84,015-9.3% | $72,985+4.4% |
| Participation rate | 54.4% | 61.2%-6.8pp | 69.0%-14.6pp | 69.5%-15.1pp |
| Annual return | 16.96% | 28.93%-12.0pp | 71.31%-54.3pp | 81.00%-64.0pp |
| Employer contribution / active EE | $930 | $1,163-20.1% | $1,983-53.1% | $2,440-61.9% |
| Participant deferral / active EE | $2,097 | $2,394-12.4% | $3,239-35.3% | $3,607-41.9% |
| Admin fee / account holder | $2,317 | $4,569-49.3% | $6,101-62.0% | $5,124-54.8% |