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 | $75,024 | $56,054+33.8% | $171,082-56.1% | $62,891+19.3% |
| Participation rate | 65.3% | 62.9%+2.4pp | 76.7%-11.4pp | 69.3%-4.0pp |
| Annual return | 11.28% | 22.52%-11.2pp | 32.56%-21.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,527 | $1,731-11.8% | $4,002-61.9% | $2,281-33.1% |
| Participant deferral / active EE | $4,746 | $3,158+50.3% | $4,797-1.1% | $3,203+48.2% |
| Admin fee / account holder | $10,329 | $3,647+183.3% | $8,520+21.2% | $4,296+140.5% |