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 3-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 | $52,262 | $62,327-16.1% | $120,354-56.6% | $74,495-29.8% |
| Participation rate | 60.9% | 56.8%+4.1pp | 71.9%-11.0pp | 67.2%-6.3pp |
| Annual return | 15.08% | 18.61%-3.5pp | 107.15%-92.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,266 | $1,843-31.3% | $3,463-63.4% | $2,623-51.7% |
| Participant deferral / active EE | $3,200 | $2,893+10.6% | $4,991-35.9% | $4,346-26.4% |
| Admin fee / account holder | $1,393 | $2,396-41.8% | $9,423-85.2% | $1,942-28.3% |