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 | $80,500 | $66,098+21.8% | $101,794-20.9% | $74,304+8.3% |
| Participation rate | 52.8% | 53.8%-0.9pp | 69.2%-16.4pp | 60.3%-7.5pp |
| Annual return | 16.82% | 19.59%-2.8pp | 30.53%-13.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,606 | $1,082+48.5% | $2,289-29.8% | $2,241-28.3% |
| Participant deferral / active EE | $2,840 | $2,781+2.1% | $4,084-30.5% | $3,767-24.6% |
| Admin fee / account holder | $15,453 | $4,146+272.7% | $8,777+76.1% | $2,969+420.5% |