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 6-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 | $81,626 | $65,041+25.5% | $90,951-10.3% | $79,858+2.2% |
| Participation rate | 55.0% | 61.6%-6.6pp | 69.0%-14.0pp | 69.6%-14.6pp |
| Annual return | 30.87% | 30.45%+0.4pp | 134.60%-103.7pp | 31.71%-0.8pp |
| Employer contribution / active EE | $1,029 | $1,247-17.5% | $2,122-51.5% | $2,471-58.4% |
| Participant deferral / active EE | $2,912 | $2,512+15.9% | $3,373-13.7% | $3,740-22.1% |
| Admin fee / account holder | $3,255 | $4,536-28.2% | $5,959-45.4% | $5,306-38.7% |