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 | $44,598 | $81,460-45.3% | $103,333-56.8% | $80,856-44.8% |
| Participation rate | 62.5% | 66.8%-4.3pp | 74.5%-12.0pp | 67.6%-5.1pp |
| Annual return | 16.00% | 25.55%-9.5pp | 24.88%-8.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,027 | $3,105-66.9% | $3,868-73.5% | $2,755-62.7% |
| Participant deferral / active EE | $3,901 | $3,869+0.8% | $5,057-22.9% | $4,296-9.2% |
| Admin fee / account holder | $3,154 | $6,566-52.0% | $8,355-62.2% | $6,918-54.4% |