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 | $45,100 | $51,576-12.6% | $129,207-65.1% | $80,856-44.2% |
| Participation rate | 69.2% | 57.0%+12.3pp | 69.6%-0.4pp | 67.6%+1.6pp |
| Annual return | 13.24% | 20.81%-7.6pp | 9417.33%-9404.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,173 | $1,584+37.2% | $4,153-47.7% | $2,755-21.1% |
| Participant deferral / active EE | $4,244 | $2,669+59.0% | $4,168+1.8% | $4,296-1.2% |
| Admin fee / account holder | $3,089 | $4,305-28.2% | $7,715-60.0% | $6,918-55.3% |