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 | $64,230 | $56,054+14.6% | $171,082-62.5% | $62,891+2.1% |
| Participation rate | 43.4% | 62.9%-19.5pp | 76.7%-33.3pp | 69.3%-25.9pp |
| Annual return | 7.29% | 22.52%-15.2pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,656 | $1,731-4.3% | $4,002-58.6% | $2,281-27.4% |
| Participant deferral / active EE | $3,193 | $3,158+1.1% | $4,797-33.4% | $3,203-0.3% |
| Admin fee / account holder | $1,774 | $3,647-51.3% | $8,520-79.2% | $4,296-58.7% |