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 | $77,846 | $77,314+0.7% | $177,989-56.3% | $80,856-3.7% |
| Participation rate | 52.5% | 65.7%-13.2pp | 77.1%-24.5pp | 67.6%-15.1pp |
| Annual return | 19.14% | 18.09%+1.1pp | 294.48%-275.3pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,094 | $2,292-52.2% | $3,949-72.3% | $2,755-60.3% |
| Participant deferral / active EE | $1,837 | $4,411-58.4% | $6,276-70.7% | $4,296-57.2% |
| Admin fee / account holder | $8,016 | $7,191+11.5% | $10,363-22.7% | $6,918+15.9% |