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 | $76,034 | $73,933+2.8% | $96,683-21.4% | $75,163+1.2% |
| Participation rate | 67.1% | 66.4%+0.6pp | 74.3%-7.3pp | 67.2%-0.1pp |
| Annual return | 15.64% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $868 | $2,928-70.3% | $3,737-76.8% | $2,670-67.5% |
| Participant deferral / active EE | $3,478 | $3,659-5.0% | $4,878-28.7% | $4,125-15.7% |
| Admin fee / account holder | $3,856 | $5,216-26.1% | $6,730-42.7% | $5,651-31.8% |