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 6-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 | $49,125 | $48,795+0.7% | $65,493-25.0% | $84,808-42.1% |
| Participation rate | 48.3% | 67.0%-18.7pp | 73.1%-24.8pp | 68.3%-20.0pp |
| Annual return | 16.87% | 20.20%-3.3pp | 982.45%-965.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,284 | $1,930+18.4% | $2,574-11.3% | $2,631-13.2% |
| Participant deferral / active EE | $3,908 | $2,928+33.5% | $3,961-1.3% | $4,212-7.2% |
| Admin fee / account holder | $4,704 | $3,877+21.3% | $5,028-6.4% | $7,344-35.9% |