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 | $77,734 | $73,933+5.1% | $96,683-19.6% | $75,163+3.4% |
| Participation rate | 64.9% | 66.4%-1.6pp | 74.3%-9.5pp | 67.2%-2.3pp |
| Annual return | 13.66% | 26.70%-13.0pp | 35.69%-22.0pp | 160.62%-147.0pp |
| Employer contribution / active EE | $8,131 | $2,928+177.7% | $3,737+117.6% | $2,670+204.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,669 | $5,216+47.0% | $6,730+14.0% | $5,651+35.7% |