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 | $72,865 | $86,929-16.2% | $102,423-28.9% | $80,856-9.9% |
| Participation rate | 58.7% | 72.4%-13.6pp | 76.5%-17.8pp | 67.6%-8.9pp |
| Annual return | 10.52% | 18.88%-8.4pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,627 | $2,369-31.3% | $3,023-46.2% | $2,755-40.9% |
| Participant deferral / active EE | $2,606 | $4,118-36.7% | $5,053-48.4% | $4,296-39.3% |
| Admin fee / account holder | $2,129 | $8,049-73.5% | $9,451-77.5% | $6,918-69.2% |