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 | $77,526 | $58,851+31.7% | $115,157-32.7% | $72,985+6.2% |
| Participation rate | 47.9% | 65.5%-17.6pp | 75.9%-28.0pp | 69.5%-21.6pp |
| Annual return | 24.32% | 23.16%+1.2pp | 35.60%-11.3pp | 81.00%-56.7pp |
| Employer contribution / active EE | $689 | $1,798-61.7% | $3,179-78.3% | $2,440-71.7% |
| Participant deferral / active EE | $2,737 | $2,643+3.6% | $4,168-34.4% | $3,607-24.1% |
| Admin fee / account holder | $743 | $6,370-88.3% | $7,088-89.5% | $5,124-85.5% |