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 | $76,671 | $48,046+59.6% | $84,611-9.4% | $72,985+5.1% |
| Participation rate | 56.7% | 57.6%-0.9pp | 68.2%-11.6pp | 69.5%-12.8pp |
| Annual return | 22.38% | 37.38%-15.0pp | 258.74%-236.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $400 | $1,602-75.0% | $2,652-84.9% | $2,440-83.6% |
| Participant deferral / active EE | $2,092 | $2,680-22.0% | $3,899-46.4% | $3,607-42.0% |
| Admin fee / account holder | $1,098 | $3,395-67.7% | $4,912-77.7% | $5,124-78.6% |