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 | $83,980 | $64,324+30.6% | $118,925-29.4% | $79,858+5.2% |
| Participation rate | 58.8% | 64.9%-6.0pp | 75.4%-16.6pp | 69.6%-10.8pp |
| Annual return | 10.49% | 86.45%-76.0pp | 35.88%-25.4pp | 31.71%-21.2pp |
| Employer contribution / active EE | $721 | $1,836-60.7% | $3,263-77.9% | $2,471-70.8% |
| Participant deferral / active EE | $2,972 | $2,824+5.2% | $4,265-30.3% | $3,740-20.5% |
| Admin fee / account holder | $45,692 | $4,040+1031.0% | $6,581+594.4% | $5,306+761.1% |