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 | $49,885 | $69,477-28.2% | $94,646-47.3% | $71,457-30.2% |
| Participation rate | 65.2% | 78.4%-13.2pp | 80.8%-15.6pp | 67.9%-2.7pp |
| Annual return | 19.13% | 29.66%-10.5pp | 156.71%-137.6pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,804 | $2,853-1.7% | $3,672-23.6% | $2,588+8.4% |
| Participant deferral / active EE | $4,615 | $7,345-37.2% | $7,418-37.8% | $4,289+7.6% |
| Admin fee / account holder | $1,624 | $1,210+34.3% | $7,231-77.5% | $1,587+2.3% |