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 | $45,085 | $65,365-31.0% | $92,893-51.5% | $72,985-38.2% |
| Participation rate | 60.2% | 68.3%-8.1pp | 76.0%-15.8pp | 69.5%-9.3pp |
| Annual return | 24.53% | 42.10%-17.6pp | 109.41%-84.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,572 | $2,594-39.4% | $3,653-57.0% | $2,440-35.6% |
| Participant deferral / active EE | $2,360 | $3,128-24.6% | $4,236-44.3% | $3,607-34.6% |
| Admin fee / account holder | $1,234 | $4,251-71.0% | $5,794-78.7% | $5,124-75.9% |