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 | $78,875 | $109,881-28.2% | $150,045-47.4% | $84,808-7.0% |
| Participation rate | 60.7% | 76.1%-15.4pp | 82.3%-21.7pp | 68.3%-7.7pp |
| Annual return | 16.24% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $825 | $3,561-76.8% | $4,693-82.4% | $2,631-68.6% |
| Participant deferral / active EE | $9,665 | $6,636+45.6% | $7,997+20.9% | $4,212+129.5% |
| Admin fee / account holder | $11,570 | $8,568+35.0% | $13,435-13.9% | $7,344+57.5% |