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 | $51,694 | $73,933-30.1% | $96,683-46.5% | $75,163-31.2% |
| Participation rate | 36.8% | 66.4%-29.6pp | 74.3%-37.5pp | 67.2%-30.3pp |
| Annual return | 15.50% | 26.70%-11.2pp | 35.69%-20.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,904 | $2,928-35.0% | $3,737-49.0% | $2,670-28.7% |
| Participant deferral / active EE | $3,715 | $3,659+1.5% | $4,878-23.9% | $4,125-10.0% |
| Admin fee / account holder | $8,153 | $5,216+56.3% | $6,730+21.1% | $5,651+44.3% |