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 8-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 | $91,723 | $109,881-16.5% | $150,045-38.9% | $84,808+8.2% |
| Participation rate | 53.3% | 76.1%-22.8pp | 82.3%-29.0pp | 68.3%-15.0pp |
| Annual return | 16.82% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,264 | $3,561-64.5% | $4,693-73.1% | $2,631-52.0% |
| Participant deferral / active EE | $4,918 | $6,636-25.9% | $7,997-38.5% | $4,212+16.8% |
| Admin fee / account holder | $4,743 | $8,568-44.6% | $13,435-64.7% | $7,344-35.4% |