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 | $80,351 | $64,480+24.6% | $81,382-1.3% | $80,856-0.6% |
| Participation rate | 47.1% | 63.9%-16.8pp | 69.5%-22.4pp | 67.6%-20.6pp |
| Annual return | 13.22% | 16.34%-3.1pp | 24.73%-11.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,683 | $1,978-15.0% | $2,463-31.7% | $2,755-38.9% |
| Participant deferral / active EE | $5,408 | $3,094+74.8% | $3,883+39.3% | $4,296+25.9% |
| Admin fee / account holder | $1,187 | $5,671-79.1% | $5,768-79.4% | $6,918-82.8% |