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 8-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 | $52,568 | $54,705-3.9% | $71,209-26.2% | $84,808-38.0% |
| Participation rate | 59.4% | 64.1%-4.7pp | 73.8%-14.4pp | 68.3%-8.9pp |
| Annual return | 24.46% | 35.90%-11.4pp | 282.51%-258.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $1,962 | $2,158-9.1% | $2,721-27.9% | $2,631-25.4% |
| Participant deferral / active EE | $4,029 | $3,030+32.9% | $4,175-3.5% | $4,212-4.3% |
| Admin fee / account holder | $7,398 | $4,863+52.1% | $5,349+38.3% | $7,344+0.7% |