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 | $65,823 | $59,101+11.4% | $77,163-14.7% | $75,163-12.4% |
| Participation rate | 44.1% | 63.9%-19.7pp | 69.6%-25.5pp | 67.2%-23.1pp |
| Annual return | 18.94% | 26.71%-7.8pp | 37.87%-18.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,607 | $1,995-19.4% | $2,535-36.6% | $2,670-39.8% |
| Participant deferral / active EE | $4,857 | $2,999+62.0% | $3,833+26.7% | $4,125+17.8% |
| Admin fee / account holder | $2,047 | $4,774-57.1% | $5,472-62.6% | $5,651-63.8% |