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 3-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 | $44,673 | $95,266-53.1% | $82,389-45.8% | $142,382-68.6% |
| Participation rate | 52.6% | 74.5%-21.8pp | 69.5%-16.9pp | 80.1%-27.5pp |
| Annual return | 15.84% | 25.74%-9.9pp | 28.67%-12.8pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,108 | $2,991-29.5% | $2,517-16.2% | $4,299-51.0% |
| Participant deferral / active EE | $3,275 | $4,809-31.9% | $4,155-21.2% | $6,507-49.7% |
| Admin fee / account holder | $2,569 | $8,563-70.0% | $7,231-64.5% | $12,624-79.6% |