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 | $78,866 | $65,041+21.3% | $90,951-13.3% | $79,858-1.2% |
| Participation rate | 69.0% | 61.6%+7.4pp | 69.0%0pp | 69.6%-0.7pp |
| Annual return | 17.01% | 30.45%-13.4pp | 134.60%-117.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,644 | $1,247+31.8% | $2,122-22.5% | $2,471-33.5% |
| Participant deferral / active EE | $2,464 | $2,512-1.9% | $3,373-26.9% | $3,740-34.1% |
| Admin fee / account holder | $1,010 | $4,536-77.7% | $5,959-83.0% | $5,306-81.0% |