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 8-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 | $59,128 | $58,512+1.1% | $84,015-29.6% | $72,985-19.0% |
| Participation rate | 67.7% | 61.2%+6.5pp | 69.0%-1.3pp | 69.5%-1.7pp |
| Annual return | 22.11% | 28.93%-6.8pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,779 | $1,163+53.0% | $1,983-10.3% | $2,440-27.1% |
| Participant deferral / active EE | $3,156 | $2,394+31.9% | $3,239-2.5% | $3,607-12.5% |
| Admin fee / account holder | $389 | $4,569-91.5% | $6,101-93.6% | $5,124-92.4% |