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 7-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 | $78,439 | $68,719+14.1% | $91,541-14.3% | $84,808-7.5% |
| Participation rate | 67.9% | 64.5%+3.4pp | 69.8%-1.9pp | 68.3%-0.5pp |
| Annual return | 12.93% | 19.12%-6.2pp | 20.50%-7.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,611 | $1,920-16.1% | $2,505-35.7% | $2,631-38.8% |
| Participant deferral / active EE | $4,231 | $3,136+34.9% | $4,008+5.6% | $4,212+0.5% |
| Admin fee / account holder | $18,090 | $5,786+212.6% | $6,956+160.1% | $7,344+146.3% |