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 | $63,203 | $148,534-57.4% | $135,903-53.5% | $139,434-54.7% |
| Participation rate | 61.9% | 83.9%-21.9pp | 81.9%-20.0pp | 80.3%-18.4pp |
| Annual return | 18.78% | 79.19%-60.4pp | 68.23%-49.4pp | 372.94%-354.2pp |
| Employer contribution / active EE | $4,878 | $5,243-7.0% | $4,856+0.4% | $4,751+2.7% |
| Participant deferral / active EE | $12,221 | $8,100+50.9% | $7,758+57.5% | $6,710+82.1% |
| Admin fee / account holder | $4,028 | $12,400-67.5% | $10,762-62.6% | $11,403-64.7% |