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 7-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 | $75,122 | $91,407-17.8% | $135,903-44.7% | $71,457+5.1% |
| Participation rate | 49.7% | 75.7%-26.0pp | 81.9%-32.2pp | 67.9%-18.3pp |
| Annual return | 26.71% | 29.90%-3.2pp | 68.23%-41.5pp | 28.85%-2.1pp |
| Employer contribution / active EE | $3,088 | $3,703-16.6% | $4,856-36.4% | $2,588+19.3% |
| Participant deferral / active EE | $4,498 | $7,092-36.6% | $7,758-42.0% | $4,289+4.9% |
| Admin fee / account holder | $331 | $1,266-73.8% | $10,762-96.9% | $1,587-79.1% |