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 | $42,442 | $55,371-23.3% | $95,585-55.6% | $74,304-42.9% |
| Participation rate | 41.7% | 53.8%-12.1pp | 72.1%-30.3pp | 60.3%-18.6pp |
| Annual return | 18.44% | 24.26%-5.8pp | 38.56%-20.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $1,634 | $1,437+13.7% | $2,527-35.3% | $2,241-27.1% |
| Participant deferral / active EE | $2,957 | $2,9550% | $4,023-26.5% | $3,767-21.5% |
| Admin fee / account holder | $5,607 | $2,620+114.0% | $6,127-8.5% | $2,969+88.9% |