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 | $69,026 | $59,101+16.8% | $77,163-10.5% | $75,163-8.2% |
| Participation rate | 60.0% | 63.9%-3.9pp | 69.6%-9.6pp | 67.2%-7.2pp |
| Annual return | 13.58% | 26.71%-13.1pp | 37.87%-24.3pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,229 | $1,995+11.7% | $2,535-12.0% | $2,670-16.5% |
| Participant deferral / active EE | $4,135 | $2,999+37.9% | $3,833+7.9% | $4,125+0.2% |
| Admin fee / account holder | $19,519 | $4,774+308.9% | $5,472+256.7% | $5,651+245.4% |