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 | $51,775 | $78,926-34.4% | $136,749-62.1% | $84,808-39.0% |
| Participation rate | 63.8% | 62.2%+1.7pp | 72.1%-8.3pp | 68.3%-4.5pp |
| Annual return | 15.12% | 18.17%-3.1pp | 24.33%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,431 | $2,134-32.9% | $3,400-57.9% | $2,631-45.6% |
| Participant deferral / active EE | $4,168 | $3,168+31.6% | $4,692-11.2% | $4,212-1.0% |
| Admin fee / account holder | $1,521 | $6,369-76.1% | $11,386-86.6% | $7,344-79.3% |