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 8-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 | $39,222 | $93,571-58.1% | $135,903-71.1% | $75,163-47.8% |
| Participation rate | 59.4% | 75.2%-15.8pp | 81.9%-22.5pp | 67.2%-7.8pp |
| Annual return | 31.24% | 30.90%+0.3pp | 68.23%-37.0pp | 160.62%-129.4pp |
| Employer contribution / active EE | $2,173 | $3,537-38.6% | $4,856-55.3% | $2,670-18.6% |
| Participant deferral / active EE | $4,619 | $6,404-27.9% | $7,758-40.5% | $4,125+12.0% |
| Admin fee / account holder | $2,444 | $6,975-65.0% | $10,762-77.3% | $5,651-56.7% |