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 | $75,959 | $228,332-66.7% | $185,823-59.1% | $158,922-52.2% |
| Participation rate | 54.5% | 82.3%-27.8pp | 78.0%-23.5pp | 82.0%-27.4pp |
| Annual return | 17.80% | 40.80%-23.0pp | 35.95%-18.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $7,045 | $4,967+41.9% | $4,087+72.4% | $4,761+48.0% |
| Participant deferral / active EE | $9,319 | $6,415+45.3% | $5,632+65.5% | $5,982+55.8% |
| Admin fee / account holder | $2,977 | $11,864-74.9% | $9,500-68.7% | $11,246-73.5% |