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 | $56,989 | $95,803-40.5% | $113,168-49.6% | $84,808-32.8% |
| Participation rate | 55.6% | 72.9%-17.3pp | 76.6%-21.0pp | 68.3%-12.8pp |
| Annual return | 14.59% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,637 | $2,360-30.6% | $2,975-45.0% | $2,631-37.8% |
| Participant deferral / active EE | $3,614 | $4,242-14.8% | $5,107-29.2% | $4,212-14.2% |
| Admin fee / account holder | $9,357 | $8,989+4.1% | $12,068-22.5% | $7,344+27.4% |