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 | $51,592 | $48,230+7.0% | $67,502-23.6% | $80,856-36.2% |
| Participation rate | 60.8% | 66.4%-5.6pp | 72.9%-12.1pp | 67.6%-6.8pp |
| Annual return | 14.35% | 18.28%-3.9pp | 3512.12%-3497.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,392 | $2,020+18.4% | $2,731-12.4% | $2,755-13.2% |
| Participant deferral / active EE | $4,435 | $2,924+51.7% | $4,000+10.9% | $4,296+3.2% |
| Admin fee / account holder | $1,540 | $3,681-58.2% | $3,998-61.5% | $6,918-77.7% |