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 | $47,486 | $89,753-47.1% | $107,525-55.8% | $84,808-44.0% |
| Participation rate | 39.2% | 68.1%-28.8pp | 75.1%-35.9pp | 68.3%-29.1pp |
| Annual return | 19.74% | 29.48%-9.7pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,378 | $3,113-55.8% | $3,754-63.3% | $2,631-47.6% |
| Participant deferral / active EE | $2,740 | $4,056-32.5% | $5,116-46.4% | $4,212-35.0% |
| Admin fee / account holder | $10,442 | $7,222+44.6% | $8,919+17.1% | $7,344+42.2% |