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 | $57,707 | $81,460-29.2% | $103,333-44.2% | $80,856-28.6% |
| Participation rate | 45.2% | 66.8%-21.6pp | 74.5%-29.3pp | 67.6%-22.4pp |
| Annual return | 11.20% | 25.55%-14.3pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,096 | $3,105-32.5% | $3,868-45.8% | $2,755-23.9% |
| Participant deferral / active EE | $3,404 | $3,869-12.0% | $5,057-32.7% | $4,296-20.8% |
| Admin fee / account holder | $7,093 | $6,566+8.0% | $8,355-15.1% | $6,918+2.5% |