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 | $72,312 | $62,672+15.4% | $185,117-60.9% | $70,131+3.1% |
| Participation rate | 67.9% | 63.8%+4.1pp | 77.3%-9.4pp | 69.5%-1.7pp |
| Annual return | 17.87% | 40.79%-22.9pp | 40.50%-22.6pp | 73.14%-55.3pp |
| Employer contribution / active EE | $3,117 | $1,753+77.8% | $4,182-25.5% | $2,342+33.1% |
| Participant deferral / active EE | $5,157 | $3,272+57.6% | $5,045+2.2% | $3,332+54.8% |
| Admin fee / account holder | $778 | $3,932-80.2% | $8,159-90.5% | $4,645-83.2% |