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 | $45,891 | $89,753-48.9% | $107,525-57.3% | $84,808-45.9% |
| Participation rate | 60.8% | 68.1%-7.3pp | 75.1%-14.3pp | 68.3%-7.5pp |
| Annual return | 13.85% | 29.48%-15.6pp | 181.32%-167.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,937 | $3,113-37.8% | $3,754-48.4% | $2,631-26.4% |
| Participant deferral / active EE | $4,217 | $4,056+4.0% | $5,116-17.6% | $4,212+0.1% |
| Admin fee / account holder | $4,253 | $7,222-41.1% | $8,919-52.3% | $7,344-42.1% |