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 | $54,641 | $80,673-32.3% | $101,326-46.1% | $84,808-35.6% |
| Participation rate | 54.1% | 77.8%-23.7pp | 81.5%-27.4pp | 68.3%-14.3pp |
| Annual return | 19.57% | 38.95%-19.4pp | 36.82%-17.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,291 | $2,698-15.1% | $3,665-37.5% | $2,631-12.9% |
| Participant deferral / active EE | $4,328 | $6,840-36.7% | $7,994-45.9% | $4,212+2.8% |
| Admin fee / account holder | $5,158 | $12,784-59.7% | $11,185-53.9% | $7,344-29.8% |