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 4-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 | $44,285 | $87,870-49.6% | $113,168-60.9% | $74,304-40.4% |
| Participation rate | 44.7% | 70.7%-26.0pp | 76.6%-31.8pp | 60.3%-15.6pp |
| Annual return | 15.15% | 26.44%-11.3pp | 24.27%-9.1pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,115 | $2,277-51.0% | $2,975-62.5% | $2,241-50.3% |
| Participant deferral / active EE | $2,585 | $4,241-39.0% | $5,107-49.4% | $3,767-31.4% |
| Admin fee / account holder | $3,885 | $3,368+15.3% | $12,068-67.8% | $2,969+30.9% |