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 | $75,255 | $87,013-13.5% | $106,213-29.1% | $80,856-6.9% |
| Participation rate | 58.3% | 70.4%-12.1pp | 75.3%-16.9pp | 67.6%-9.3pp |
| Annual return | 17.70% | 17.05%+0.6pp | 116.14%-98.4pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,977 | $2,395+24.3% | $3,171-6.1% | $2,755+8.1% |
| Participant deferral / active EE | $4,503 | $3,986+13.0% | $5,016-10.2% | $4,296+4.8% |
| Admin fee / account holder | $16,208 | $8,431+92.2% | $11,033+46.9% | $6,918+134.3% |