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 | $77,412 | $228,332-66.1% | $185,823-58.3% | $158,922-51.3% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 30.59% | 40.80%-10.2pp | 35.95%-5.4pp | 302.83%-272.2pp |
| Employer contribution / active EE | $3,252 | $4,967-34.5% | $4,087-20.4% | $4,761-31.7% |
| Participant deferral / active EE | $4,651 | $6,415-27.5% | $5,632-17.4% | $5,982-22.3% |
| Admin fee / account holder | $3,419 | $11,864-71.2% | $9,500-64.0% | $11,246-69.6% |