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 8-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 | $77,475 | $65,041+19.1% | $90,951-14.8% | $79,858-3.0% |
| Participation rate | 39.4% | 61.6%-22.2pp | 69.0%-29.6pp | 69.6%-30.2pp |
| Annual return | 23.46% | 30.45%-7.0pp | 134.60%-111.1pp | 31.71%-8.3pp |
| Employer contribution / active EE | $1,475 | $1,247+18.3% | $2,122-30.5% | $2,471-40.3% |
| Participant deferral / active EE | $2,666 | $2,512+6.2% | $3,373-20.9% | $3,740-28.7% |
| Admin fee / account holder | $3,354 | $4,536-26.1% | $5,959-43.7% | $5,306-36.8% |