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 9-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 | $42,917 | $81,248-47.2% | $155,509-72.4% | $80,856-46.9% |
| Participation rate | 55.0% | 66.2%-11.2pp | 78.2%-23.2pp | 67.6%-12.6pp |
| Annual return | 19.04% | 33.31%-14.3pp | 64.67%-45.6pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,134 | $3,100-63.4% | $4,672-75.7% | $2,755-58.8% |
| Participant deferral / active EE | $2,318 | $3,452-32.8% | $5,626-58.8% | $4,296-46.0% |
| Admin fee / account holder | $4,158 | $7,997-48.0% | $15,912-73.9% | $6,918-39.9% |