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 3-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 | $48,460 | $109,881-55.9% | $150,045-67.7% | $84,808-42.9% |
| Participation rate | 69.2% | 76.1%-6.9pp | 82.3%-13.1pp | 68.3%+0.9pp |
| Annual return | 16.57% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,040 | $3,561+13.4% | $4,693-13.9% | $2,631+53.5% |
| Participant deferral / active EE | $9,174 | $6,636+38.2% | $7,997+14.7% | $4,212+117.8% |
| Admin fee / account holder | $11,522 | $8,568+34.5% | $13,435-14.2% | $7,344+56.9% |