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 | $73,980 | $25,014+195.8% | $69,647+6.2% | $80,856-8.5% |
| Participation rate | 50.0% | 64.2%-14.2pp | 66.5%-16.5pp | 67.6%-17.6pp |
| Annual return | 13.35% | 19.07%-5.7pp | 100.48%-87.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $968 | $993-2.5% | $1,712-43.5% | $2,755-64.9% |
| Participant deferral / active EE | $4,064 | $1,839+121.0% | $2,886+40.8% | $4,296-5.4% |
| Admin fee / account holder | $823 | $2,488-66.9% | $4,713-82.5% | $6,918-88.1% |