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 | $80,573 | $85,766-6.1% | $136,294-40.9% | $70,131+14.9% |
| Participation rate | 62.5% | 74.2%-11.7pp | 81.9%-19.4pp | 69.5%-7.0pp |
| Annual return | 17.04% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,845 | $2,966-37.8% | $4,695-60.7% | $2,342-21.2% |
| Participant deferral / active EE | $7,083 | $5,051+40.2% | $6,247+13.4% | $3,332+112.6% |
| Admin fee / account holder | $5,160 | $5,420-4.8% | $9,243-44.2% | $4,645+11.1% |