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 | $78,043 | $49,915+56.4% | $154,803-49.6% | $74,304+5.0% |
| Participation rate | 62.7% | 54.0%+8.8pp | 78.1%-15.3pp | 60.3%+2.4pp |
| Annual return | 37.72% | 34.06%+3.7pp | 58.88%-21.2pp | 29.43%+8.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,613 | $2,255+60.2% | $5,540-34.8% | $3,767-4.1% |
| Admin fee / account holder | $3,606 | $2,189+64.8% | $14,329-74.8% | $2,969+21.5% |