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 | $48,287 | $87,870-45.0% | $113,168-57.3% | $74,304-35.0% |
| Participation rate | 42.5% | 70.7%-28.3pp | 76.6%-34.1pp | 60.3%-17.9pp |
| Annual return | 14.50% | 26.44%-11.9pp | 24.27%-9.8pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,444 | $2,277-36.6% | $2,975-51.5% | $2,241-35.6% |
| Participant deferral / active EE | $2,438 | $4,241-42.5% | $5,107-52.3% | $3,767-35.3% |
| Admin fee / account holder | $7,568 | $3,368+124.7% | $12,068-37.3% | $2,969+154.9% |