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 | $74,385 | $46,553+59.8% | $64,056+16.1% | $75,163-1.0% |
| Participation rate | 46.7% | 65.9%-19.3pp | 72.3%-25.6pp | 67.2%-20.5pp |
| Annual return | 13.52% | 26.03%-12.5pp | 33.69%-20.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,060 | $1,974-46.3% | $2,747-61.4% | $2,670-60.3% |
| Participant deferral / active EE | $2,618 | $2,837-7.7% | $3,880-32.5% | $4,125-36.5% |
| Admin fee / account holder | $5,782 | $2,952+95.9% | $3,068+88.5% | $5,651+2.3% |