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 | $82,872 | $87,870-5.7% | $113,168-26.8% | $74,304+11.5% |
| Participation rate | 66.7% | 70.7%-4.1pp | 76.6%-9.9pp | 60.3%+6.3pp |
| Annual return | 29.43% | 26.44%+3.0pp | 24.27%+5.2pp | 29.43%0pp |
| Employer contribution / active EE | $1,927 | $2,277-15.4% | $2,975-35.2% | $2,241-14.0% |
| Participant deferral / active EE | $5,921 | $4,241+39.6% | $5,107+16.0% | $3,767+57.2% |
| Admin fee / account holder | $6,087 | $3,368+80.7% | $12,068-49.6% | $2,969+105.0% |