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 9-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 | $82,354 | $109,881-25.1% | $150,045-45.1% | $84,808-2.9% |
| Participation rate | 55.2% | 76.1%-20.9pp | 82.3%-27.2pp | 68.3%-13.1pp |
| Annual return | 24.22% | 28.25%-4.0pp | 62.55%-38.3pp | 40.90%-16.7pp |
| Employer contribution / active EE | $3,307 | $3,561-7.1% | $4,693-29.5% | $2,631+25.7% |
| Participant deferral / active EE | $5,067 | $6,636-23.6% | $7,997-36.6% | $4,212+20.3% |
| Admin fee / account holder | $718 | $8,568-91.6% | $13,435-94.7% | $7,344-90.2% |