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 5-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 | $46,100 | $109,881-58.0% | $150,045-69.3% | $84,808-45.6% |
| Participation rate | 29.4% | 76.1%-46.7pp | 82.3%-52.9pp | 68.3%-38.9pp |
| Annual return | 29.82% | 28.25%+1.6pp | 62.55%-32.7pp | 40.90%-11.1pp |
| Employer contribution / active EE | $2,491 | $3,561-30.1% | $4,693-46.9% | $2,631-5.3% |
| Participant deferral / active EE | $4,466 | $6,636-32.7% | $7,997-44.2% | $4,212+6.0% |
| Admin fee / account holder | $10,554 | $8,568+23.2% | $13,435-21.4% | $7,344+43.7% |