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 | $79,912 | $89,753-11.0% | $107,525-25.7% | $84,808-5.8% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 18.19% | 29.48%-11.3pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,482 | $3,113+11.8% | $3,754-7.2% | $2,631+32.4% |
| Participant deferral / active EE | $7,408 | $4,056+82.6% | $5,116+44.8% | $4,212+75.9% |
| Admin fee / account holder | $15,347 | $7,222+112.5% | $8,919+72.1% | $7,344+109.0% |