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 7-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 | $63,323 | $96,484-34.4% | $156,263-59.5% | $74,304-14.8% |
| Participation rate | 69.6% | 67.7%+2.0pp | 78.9%-9.3pp | 60.3%+9.3pp |
| Annual return | 19.07% | 17.73%+1.3pp | 59.47%-40.4pp | 29.43%-10.4pp |
| Employer contribution / active EE | $2,803 | $2,528+10.9% | $4,333-35.3% | $2,241+25.1% |
| Participant deferral / active EE | $5,836 | $4,286+36.2% | $6,158-5.2% | $3,767+54.9% |
| Admin fee / account holder | $8,089 | $3,728+117.0% | $14,255-43.3% | $2,969+172.5% |