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 | $79,828 | $109,413-27.0% | $156,263-48.9% | $84,808-5.9% |
| Participation rate | 43.3% | 72.7%-29.4pp | 78.9%-35.6pp | 68.3%-25.0pp |
| Annual return | 12.97% | 20.18%-7.2pp | 59.47%-46.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,491 | $2,907+54.5% | $4,333+3.6% | $2,631+70.7% |
| Participant deferral / active EE | $2,183 | $4,590-52.4% | $6,158-64.6% | $4,212-48.2% |
| Admin fee / account holder | $25,671 | $9,357+174.4% | $14,255+80.1% | $7,344+249.6% |