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 | $81,066 | $48,750+66.3% | $88,946-8.9% | $74,304+9.1% |
| Participation rate | 44.2% | 44.5%-0.3pp | 68.8%-24.6pp | 60.3%-16.1pp |
| Annual return | 15.51% | 25.91%-10.4pp | 57.82%-42.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,022 | $1,255-18.5% | $2,555-60.0% | $2,241-54.4% |
| Participant deferral / active EE | $3,402 | $2,423+40.4% | $4,581-25.7% | $3,767-9.7% |
| Admin fee / account holder | $15,566 | $3,756+314.5% | $8,261+88.4% | $2,969+424.3% |