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 | $79,187 | $57,016+38.9% | $84,966-6.8% | $80,856-2.1% |
| Participation rate | 54.7% | 56.3%-1.6pp | 67.5%-12.8pp | 67.6%-12.9pp |
| Annual return | 15.51% | 21.66%-6.2pp | 66.38%-50.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,725 | $1,798+51.6% | $2,727-0.1% | $2,755-1.1% |
| Participant deferral / active EE | $4,849 | $3,110+55.9% | $4,519+7.3% | $4,296+12.9% |
| Admin fee / account holder | $803 | $4,980-83.9% | $6,149-86.9% | $6,918-88.4% |