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 | $75,351 | $52,279+44.1% | $89,391-15.7% | $79,858-5.6% |
| Participation rate | 67.7% | 57.5%+10.2pp | 68.0%-0.2pp | 69.6%-1.9pp |
| Annual return | 13.28% | 22.16%-8.9pp | 245.62%-232.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,556 | $1,572-1.0% | $2,586-39.8% | $2,471-37.0% |
| Participant deferral / active EE | $3,860 | $2,740+40.9% | $3,890-0.8% | $3,740+3.2% |
| Admin fee / account holder | $14,072 | $3,356+319.2% | $4,881+188.3% | $5,306+165.2% |