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 | $76,408 | $65,365+16.9% | $92,893-17.7% | $72,985+4.7% |
| Participation rate | 36.6% | 68.3%-31.7pp | 76.0%-39.4pp | 69.5%-32.9pp |
| Annual return | 23.50% | 42.10%-18.6pp | 109.41%-85.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,113 | $2,594-18.6% | $3,653-42.2% | $2,440-13.4% |
| Participant deferral / active EE | $3,206 | $3,128+2.5% | $4,236-24.3% | $3,607-11.1% |
| Admin fee / account holder | $1,593 | $4,251-62.5% | $5,794-72.5% | $5,124-68.9% |