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 | $74,504 | $72,277+3.1% | $101,248-26.4% | $79,858-6.7% |
| Participation rate | 54.3% | 68.5%-14.2pp | 75.8%-21.5pp | 69.6%-15.3pp |
| Annual return | 16.23% | 22.30%-6.1pp | 46.47%-30.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,493 | $2,692-44.5% | $3,660-59.2% | $2,471-39.6% |
| Participant deferral / active EE | $3,078 | $3,282-6.2% | $4,370-29.6% | $3,740-17.7% |
| Admin fee / account holder | $626 | $4,400-85.8% | $5,945-89.5% | $5,306-88.2% |