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 | $75,438 | $71,050+6.2% | $93,606-19.4% | $80,856-6.7% |
| Participation rate | 58.4% | 60.4%-2.0pp | 68.7%-10.3pp | 67.6%-9.2pp |
| Annual return | 16.63% | 11.26%+5.4pp | 133.20%-116.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $630 | $1,564-59.7% | $2,420-74.0% | $2,755-77.1% |
| Participant deferral / active EE | $2,201 | $4,034-45.4% | $4,411-50.1% | $4,296-48.8% |
| Admin fee / account holder | $14,677 | $6,945+111.3% | $8,285+77.2% | $6,918+112.2% |