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 | $76,716 | $71,050+8.0% | $93,606-18.0% | $80,856-5.1% |
| Participation rate | 64.0% | 60.4%+3.6pp | 68.7%-4.7pp | 67.6%-3.6pp |
| Annual return | 11.75% | 11.26%+0.5pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $739 | $1,564-52.8% | $2,420-69.5% | $2,755-73.2% |
| Participant deferral / active EE | $1,974 | $4,034-51.1% | $4,411-55.3% | $4,296-54.0% |
| Admin fee / account holder | $13,552 | $6,945+95.1% | $8,285+63.6% | $6,918+95.9% |