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 | $63,782 | $109,881-42.0% | $150,045-57.5% | $84,808-24.8% |
| Participation rate | 56.9% | 76.1%-19.2pp | 82.3%-25.5pp | 68.3%-11.4pp |
| Annual return | 18.69% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,390 | $3,561-32.9% | $4,693-49.1% | $2,631-9.2% |
| Participant deferral / active EE | $6,733 | $6,636+1.5% | $7,997-15.8% | $4,212+59.9% |
| Admin fee / account holder | $483 | $8,568-94.4% | $13,435-96.4% | $7,344-93.4% |