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 7-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 | $74,835 | $106,515-29.7% | $96,683-22.6% | $139,434-46.3% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 19.23% | 38.43%-19.2pp | 35.69%-16.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $4,332 | $4,103+5.6% | $3,737+15.9% | $4,751-8.8% |
| Participant deferral / active EE | $3,996 | $5,454-26.7% | $4,878-18.1% | $6,710-40.4% |
| Admin fee / account holder | $600 | $7,877-92.4% | $6,730-91.1% | $11,403-94.7% |