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 | $72,765 | $101,724-28.5% | $164,813-55.8% | $80,856-10.0% |
| Participation rate | 59.3% | 71.8%-12.5pp | 78.6%-19.3pp | 67.6%-8.3pp |
| Annual return | 15.77% | 16.72%-0.9pp | 69.93%-54.2pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,957 | $2,953-33.7% | $4,341-54.9% | $2,755-29.0% |
| Participant deferral / active EE | $4,655 | $4,477+4.0% | $6,031-22.8% | $4,296+8.4% |
| Admin fee / account holder | $4,524 | $8,227-45.0% | $12,690-64.4% | $6,918-34.6% |