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 | $78,729 | $109,881-28.3% | $150,045-47.5% | $84,808-7.2% |
| Participation rate | 57.8% | 76.1%-18.3pp | 82.3%-24.5pp | 68.3%-10.5pp |
| Annual return | 17.44% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $807 | $3,561-77.3% | $4,693-82.8% | $2,631-69.3% |
| Participant deferral / active EE | $5,168 | $6,636-22.1% | $7,997-35.4% | $4,212+22.7% |
| Admin fee / account holder | $21,414 | $8,568+149.9% | $13,435+59.4% | $7,344+191.6% |