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 | $43,223 | $61,272-29.5% | $149,673-71.1% | $71,457-39.5% |
| Participation rate | 56.5% | 62.5%-6.0pp | 78.8%-22.3pp | 67.9%-11.4pp |
| Annual return | 24.94% | 35.85%-10.9pp | 134.42%-109.5pp | 28.85%-3.9pp |
| Employer contribution / active EE | $1,758 | $2,378-26.1% | $4,818-63.5% | $2,588-32.1% |
| Participant deferral / active EE | $3,348 | $2,917+14.8% | $5,680-41.0% | $4,289-21.9% |
| Admin fee / account holder | $5,503 | $1,261+336.3% | $13,210-58.3% | $1,587+246.7% |