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 | $120,479 | $109,413+10.1% | $156,263-22.9% | $84,808+42.1% |
| Participation rate | 69.7% | 72.7%-3.0pp | 78.9%-9.2pp | 68.3%+1.4pp |
| Annual return | 38.64% | 20.18%+18.5pp | 59.47%-20.8pp | 40.90%-2.3pp |
| Employer contribution / active EE | $1,774 | $2,907-39.0% | $4,333-59.1% | $2,631-32.6% |
| Participant deferral / active EE | $5,990 | $4,590+30.5% | $6,158-2.7% | $4,212+42.2% |
| Admin fee / account holder | $563 | $9,357-94.0% | $14,255-96.1% | $7,344-92.3% |