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 | $78,629 | $68,719+14.4% | $91,541-14.1% | $84,808-7.3% |
| Participation rate | 64.7% | 64.5%+0.2pp | 69.8%-5.1pp | 68.3%-3.6pp |
| Annual return | 15.24% | 19.12%-3.9pp | 20.50%-5.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,402 | $3,136-55.3% | $4,008-65.0% | $4,212-66.7% |
| Admin fee / account holder | $811 | $5,786-86.0% | $6,956-88.3% | $7,344-89.0% |