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 | $74,321 | $127,065-41.5% | $113,168-34.3% | $142,382-47.8% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 11.62% | 24.03%-12.4pp | 24.27%-12.6pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,416 | $3,442-58.9% | $2,975-52.4% | $4,299-67.1% |
| Participant deferral / active EE | $3,088 | $5,716-46.0% | $5,107-39.5% | $6,507-52.5% |
| Admin fee / account holder | $16,400 | $15,736+4.2% | $12,068+35.9% | $12,624+29.9% |