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 9-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 | $71,203 | $37,426+90.2% | $77,482-8.1% | $79,858-10.8% |
| Participation rate | 40.5% | 41.5%-1.0pp | 54.2%-13.7pp | 69.6%-29.2pp |
| Annual return | 13.46% | 39.70%-26.2pp | 54.79%-41.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $900 | $637+41.4% | $986-8.7% | $2,471-63.6% |
| Participant deferral / active EE | $1,544 | $1,260+22.5% | $1,861-17.1% | $3,740-58.7% |
| Admin fee / account holder | $851 | $2,504-66.0% | $2,858-70.2% | $5,306-84.0% |