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 | $31,729 | $109,881-71.1% | $150,045-78.9% | $84,808-62.6% |
| Participation rate | 53.2% | 76.1%-22.9pp | 82.3%-29.1pp | 68.3%-15.1pp |
| Annual return | 30.77% | 28.25%+2.5pp | 62.55%-31.8pp | 40.90%-10.1pp |
| Employer contribution / active EE | $2,355 | $3,561-33.9% | $4,693-49.8% | $2,631-10.5% |
| Participant deferral / active EE | $5,324 | $6,636-19.8% | $7,997-33.4% | $4,212+26.4% |
| Admin fee / account holder | $9,624 | $8,568+12.3% | $13,435-28.4% | $7,344+31.1% |