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 | $75,249 | $65,365+15.1% | $92,893-19.0% | $72,985+3.1% |
| Participation rate | 44.3% | 68.3%-24.0pp | 76.0%-31.7pp | 69.5%-25.2pp |
| Annual return | 20.13% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,450 | $2,594-44.1% | $3,653-60.3% | $2,440-40.6% |
| Participant deferral / active EE | $2,390 | $3,128-23.6% | $4,236-43.6% | $3,607-33.7% |
| Admin fee / account holder | $1,207 | $4,251-71.6% | $5,794-79.2% | $5,124-76.4% |