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 | $50,826 | $52,279-2.8% | $89,391-43.1% | $79,858-36.4% |
| Participation rate | 41.6% | 57.5%-16.0pp | 68.0%-26.4pp | 69.6%-28.1pp |
| Annual return | 18.76% | 22.16%-3.4pp | 245.62%-226.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,358 | $1,572-13.6% | $2,586-47.5% | $2,471-45.0% |
| Participant deferral / active EE | $2,196 | $2,740-19.9% | $3,890-43.5% | $3,740-41.3% |
| Admin fee / account holder | $7,910 | $3,356+135.7% | $4,881+62.1% | $5,306+49.1% |