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 9-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 | $50,564 | $89,753-43.7% | $107,525-53.0% | $84,808-40.4% |
| Participation rate | 62.2% | 68.1%-5.8pp | 75.1%-12.8pp | 68.3%-6.1pp |
| Annual return | 19.55% | 29.48%-9.9pp | 181.32%-161.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,143 | $3,113-31.2% | $3,754-42.9% | $2,631-18.6% |
| Participant deferral / active EE | $4,529 | $4,056+11.7% | $5,116-11.5% | $4,212+7.5% |
| Admin fee / account holder | $2,132 | $7,222-70.5% | $8,919-76.1% | $7,344-71.0% |