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 9-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 | $60,769 | $81,460-25.4% | $103,333-41.2% | $80,856-24.8% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 11.78% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,693 | $3,105-13.3% | $3,868-30.4% | $2,755-2.2% |
| Participant deferral / active EE | $4,844 | $3,869+25.2% | $5,057-4.2% | $4,296+12.8% |
| Admin fee / account holder | $23,652 | $6,566+260.2% | $8,355+183.1% | $6,918+241.9% |