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 | $79,854 | $72,012+10.9% | $185,823-57.0% | $79,8580% |
| Participation rate | 58.6% | 65.8%-7.1pp | 78.0%-19.4pp | 69.6%-11.0pp |
| Annual return | 13.90% | 23.12%-9.2pp | 35.95%-22.0pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,426 | $1,965+23.5% | $4,087-40.7% | $2,471-1.8% |
| Participant deferral / active EE | $1,471 | $3,779-61.1% | $5,632-73.9% | $3,740-60.7% |
| Admin fee / account holder | $1,136 | $4,513-74.8% | $9,500-88.0% | $5,306-78.6% |