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 3-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 | $86,879 | $132,049-34.2% | $200,582-56.7% | $74,304+16.9% |
| Participation rate | 55.8% | 84.1%-28.3pp | 86.9%-31.1pp | 60.3%-4.6pp |
| Annual return | 16.42% | 22.22%-5.8pp | 42.33%-25.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,070 | $4,558-54.6% | $6,419-67.7% | $2,241-7.6% |
| Participant deferral / active EE | $4,203 | $7,213-41.7% | $9,331-55.0% | $3,767+11.6% |
| Admin fee / account holder | $11,843 | $2,405+392.5% | $16,305-27.4% | $2,969+298.9% |