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 | $72,658 | $95,266-23.7% | $82,389-11.8% | $142,382-49.0% |
| Participation rate | 69.2% | 74.5%-5.2pp | 69.5%-0.3pp | 80.1%-10.9pp |
| Annual return | 11.95% | 25.74%-13.8pp | 28.67%-16.7pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,769 | $2,991-40.8% | $2,517-29.7% | $4,299-58.8% |
| Participant deferral / active EE | $5,826 | $4,809+21.1% | $4,155+40.2% | $6,507-10.5% |
| Admin fee / account holder | $56,318 | $8,563+557.7% | $7,231+678.9% | $12,624+346.1% |