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 | $84,503 | $54,762+54.3% | $90,281-6.4% | $72,985+15.8% |
| Participation rate | 29.6% | 65.1%-35.5pp | 73.3%-43.6pp | 69.5%-39.9pp |
| Annual return | 21.45% | 30.63%-9.2pp | 78.10%-56.6pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,079 | $2,092-48.4% | $2,854-62.2% | $2,440-55.8% |
| Participant deferral / active EE | $2,657 | $2,887-8.0% | $3,885-31.6% | $3,607-26.4% |
| Admin fee / account holder | $674 | $3,972-83.0% | $5,351-87.4% | $5,124-86.9% |