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 | $72,504 | $80,673-10.1% | $101,326-28.4% | $84,808-14.5% |
| Participation rate | 46.8% | 77.8%-30.9pp | 81.5%-34.7pp | 68.3%-21.5pp |
| Annual return | 17.62% | 38.95%-21.3pp | 36.82%-19.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,406 | $2,698+26.3% | $3,665-7.1% | $2,631+29.5% |
| Participant deferral / active EE | $7,962 | $6,840+16.4% | $7,994-0.4% | $4,212+89.0% |
| Admin fee / account holder | $13,821 | $12,784+8.1% | $11,185+23.6% | $7,344+88.2% |