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 | $43,841 | $73,933-40.7% | $96,683-54.7% | $75,163-41.7% |
| Participation rate | 52.0% | 66.4%-14.4pp | 74.3%-22.3pp | 67.2%-15.2pp |
| Annual return | 18.22% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,288 | $2,928-21.8% | $3,737-38.8% | $2,670-14.3% |
| Participant deferral / active EE | $4,204 | $3,659+14.9% | $4,878-13.8% | $4,125+1.9% |
| Admin fee / account holder | $2,331 | $5,216-55.3% | $6,730-65.4% | $5,651-58.7% |