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 | $78,575 | $148,978-47.3% | $200,582-60.8% | $84,808-7.3% |
| Participation rate | 66.7% | 84.2%-17.6pp | 86.9%-20.2pp | 68.3%-1.6pp |
| Annual return | 23.21% | 28.16%-4.9pp | 42.33%-19.1pp | 40.90%-17.7pp |
| Employer contribution / active EE | $2,956 | $4,815-38.6% | $6,419-54.0% | $2,631+12.3% |
| Participant deferral / active EE | $3,364 | $7,142-52.9% | $9,331-63.9% | $4,212-20.1% |
| Admin fee / account holder | $781 | $13,977-94.4% | $16,305-95.2% | $7,344-89.4% |