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 | $51,120 | $66,098-22.7% | $101,794-49.8% | $74,304-31.2% |
| Participation rate | 66.7% | 53.8%+12.9pp | 69.2%-2.5pp | 60.3%+6.3pp |
| Annual return | 17.32% | 19.59%-2.3pp | 30.53%-13.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,346 | $1,082+116.9% | $2,289+2.5% | $2,241+4.7% |
| Participant deferral / active EE | $4,306 | $2,781+54.8% | $4,084+5.4% | $3,767+14.3% |
| Admin fee / account holder | $9,245 | $4,146+123.0% | $8,777+5.3% | $2,969+211.4% |